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 | $133,494 | $109,359+22.1% | $162,163-17.7% | $72,985+82.9% |
| Participation rate | 95.1% | 84.3%+10.9pp | 87.6%+7.6pp | 69.5%+25.6pp |
| Annual return | 24.35% | 25.46%-1.1pp | 115.59%-91.2pp | 81.00%-56.7pp |
| Employer contribution / active EE | $3,791 | $3,907-3.0% | $5,614-32.5% | $2,440+55.4% |
| Participant deferral / active EE | $5,535 | $5,481+1.0% | $7,298-24.2% | $3,607+53.4% |
| Admin fee / account holder | $6,316 | $7,972-20.8% | $10,843-41.8% | $5,124+23.3% |