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 | $127,434 | $101,069+26.1% | $81,478+56.4% | $147,584-13.7% |
| Participation rate | 93.3% | 74.5%+18.9pp | 68.0%+25.4pp | 82.8%+10.5pp |
| Annual return | 17.34% | 32.40%-15.1pp | 38.78%-21.4pp | 578.55%-561.2pp |
| Employer contribution / active EE | $1,018 | $3,205-68.2% | $2,568-60.4% | $4,876-79.1% |
| Participant deferral / active EE | $7,898 | $4,242+86.2% | $3,537+123.3% | $5,439+45.2% |
| Admin fee / account holder | $5,102 | $5,812-12.2% | $4,561+11.9% | $10,885-53.1% |