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 | $131,960 | $117,983+11.8% | $101,794+29.6% | $142,382-7.3% |
| Participation rate | 76.5% | 74.2%+2.2pp | 69.2%+7.3pp | 80.1%-3.6pp |
| Annual return | 14.12% | 36.92%-22.8pp | 30.53%-16.4pp | 217.08%-203.0pp |
| Employer contribution / active EE | $535 | $2,773-80.7% | $2,289-76.6% | $4,299-87.6% |
| Participant deferral / active EE | $1,212 | $4,714-74.3% | $4,084-70.3% | $6,507-81.4% |
| Admin fee / account holder | $22,163 | $10,433+112.4% | $8,777+152.5% | $12,624+75.6% |