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 | $129,974 | $95,266+36.4% | $82,389+57.8% | $142,382-8.7% |
| Participation rate | 80.0% | 74.5%+5.5pp | 69.5%+10.5pp | 80.1%-0.1pp |
| Annual return | 12.88% | 25.74%-12.9pp | 28.67%-15.8pp | 217.08%-204.2pp |
| Employer contribution / active EE | $2,045 | $2,991-31.6% | $2,517-18.8% | $4,299-52.4% |
| Participant deferral / active EE | $3,725 | $4,809-22.5% | $4,155-10.3% | $6,507-42.8% |
| Admin fee / account holder | $2,309 | $8,563-73.0% | $7,231-68.1% | $12,624-81.7% |