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 | $133,349 | $109,881+21.4% | $150,045-11.1% | $84,808+57.2% |
| Participation rate | 78.6% | 76.1%+2.5pp | 82.3%-3.8pp | 68.3%+10.3pp |
| Annual return | 16.45% | 28.25%-11.8pp | 62.55%-46.1pp | 40.90%-24.4pp |
| Employer contribution / active EE | $2,304 | $3,561-35.3% | $4,693-50.9% | $2,631-12.4% |
| Participant deferral / active EE | $7,392 | $6,636+11.4% | $7,997-7.6% | $4,212+75.5% |
| Admin fee / account holder | $7,369 | $8,568-14.0% | $13,435-45.1% | $7,344+0.3% |