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 | $132,093 | $86,929+52.0% | $102,423+29.0% | $80,856+63.4% |
| Participation rate | 77.6% | 72.4%+5.2pp | 76.5%+1.1pp | 67.6%+9.9pp |
| Annual return | 13.29% | 18.88%-5.6pp | 29.32%-16.0pp | 35.59%-22.3pp |
| Employer contribution / active EE | $1,061 | $2,369-55.2% | $3,023-64.9% | $2,755-61.5% |
| Participant deferral / active EE | $4,941 | $4,118+20.0% | $5,053-2.2% | $4,296+15.0% |
| Admin fee / account holder | $6,416 | $8,049-20.3% | $9,451-32.1% | $6,918-7.3% |