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 | $130,017 | $109,413+18.8% | $156,263-16.8% | $84,808+53.3% |
| Participation rate | 92.1% | 72.7%+19.4pp | 78.9%+13.2pp | 68.3%+23.8pp |
| Annual return | 14.46% | 20.18%-5.7pp | 59.47%-45.0pp | 40.90%-26.4pp |
| Employer contribution / active EE | $1,429 | $2,907-50.9% | $4,333-67.0% | $2,631-45.7% |
| Participant deferral / active EE | $3,361 | $4,590-26.8% | $6,158-45.4% | $4,212-20.2% |
| Admin fee / account holder | $10,105 | $9,357+8.0% | $14,255-29.1% | $7,344+37.6% |