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 | $127,634 | $109,413+16.7% | $156,263-18.3% | $84,808+50.5% |
| Participation rate | 77.4% | 72.7%+4.7pp | 78.9%-1.5pp | 68.3%+9.1pp |
| Annual return | 13.59% | 20.18%-6.6pp | 59.47%-45.9pp | 40.90%-27.3pp |
| Employer contribution / active EE | $1,927 | $2,907-33.7% | $4,333-55.5% | $2,631-26.7% |
| Participant deferral / active EE | $6,172 | $4,590+34.5% | $6,158+0.2% | $4,212+46.6% |
| Admin fee / account holder | $20,835 | $9,357+122.7% | $14,255+46.2% | $7,344+183.7% |