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 | $132,353 | $123,793+6.9% | $177,821-25.6% | $79,858+65.7% |
| Participation rate | 94.4% | 84.7%+9.8pp | 87.7%+6.7pp | 69.6%+24.8pp |
| Annual return | 13.72% | 22.82%-9.1pp | 48.32%-34.6pp | 31.71%-18.0pp |
| Employer contribution / active EE | $3,337 | $4,095-18.5% | $5,918-43.6% | $2,471+35.0% |
| Participant deferral / active EE | $6,757 | $5,956+13.4% | $7,714-12.4% | $3,740+80.7% |
| Admin fee / account holder | $2,967 | $7,243-59.0% | $12,427-76.1% | $5,306-44.1% |