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 9-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 | $127,163 | $109,359+16.3% | $162,163-21.6% | $72,985+74.2% |
| Participation rate | 82.1% | 84.3%-2.1pp | 87.6%-5.4pp | 69.5%+12.7pp |
| Annual return | 21.38% | 25.46%-4.1pp | 115.59%-94.2pp | 81.00%-59.6pp |
| Employer contribution / active EE | $1,428 | $3,907-63.4% | $5,614-74.6% | $2,440-41.5% |
| Participant deferral / active EE | $4,693 | $5,481-14.4% | $7,298-35.7% | $3,607+30.1% |
| Admin fee / account holder | $10,338 | $7,972+29.7% | $10,843-4.7% | $5,124+101.7% |