See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,949 | $91,552+44.1% | $133,956-1.5% | $79,858+65.2% |
| Participation rate | 81.6% | 73.3%+8.3pp | 79.8%+1.8pp | 69.6%+12.0pp |
| Annual return | 16.07% | 61.85%-45.8pp | 45.09%-29.0pp | 31.71%-15.6pp |
| Employer contribution / active EE | $1,196 | $2,384-49.8% | $3,919-69.5% | $2,471-51.6% |
| Participant deferral / active EE | $4,624 | $3,733+23.8% | $5,048-8.4% | $3,740+23.6% |
| Admin fee / account holder | $3,851 | $6,321-39.1% | $8,927-56.9% | $5,306-27.4% |