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 | $130,462 | $109,881+18.7% | $150,045-13.1% | $84,808+53.8% |
| Participation rate | 85.1% | 76.1%+9.0pp | 82.3%+2.8pp | 68.3%+16.8pp |
| Annual return | 15.92% | 28.25%-12.3pp | 62.55%-46.6pp | 40.90%-25.0pp |
| Employer contribution / active EE | $1,504 | $3,561-57.8% | $4,693-67.9% | $2,631-42.8% |
| Participant deferral / active EE | $9,024 | $6,636+36.0% | $7,997+12.8% | $4,212+114.3% |
| Admin fee / account holder | $20,160 | $8,568+135.3% | $13,435+50.1% | $7,344+174.5% |