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 | $134,161 | $117,983+13.7% | $101,794+31.8% | $142,382-5.8% |
| Participation rate | 88.9% | 74.2%+14.7pp | 69.2%+19.7pp | 80.1%+8.8pp |
| Annual return | 15.27% | 36.92%-21.6pp | 30.53%-15.3pp | 217.08%-201.8pp |
| Employer contribution / active EE | $1,200 | $2,773-56.7% | $2,289-47.6% | $4,299-72.1% |
| Participant deferral / active EE | $2,060 | $4,714-56.3% | $4,084-49.6% | $6,507-68.3% |
| Admin fee / account holder | $2,689 | $10,433-74.2% | $8,777-69.4% | $12,624-78.7% |