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 | $139,467 | $80,717+72.8% | $154,803-9.9% | $84,808+64.5% |
| Participation rate | 79.2% | 66.8%+12.4pp | 78.1%+1.1pp | 68.3%+10.9pp |
| Annual return | 29.09% | 37.96%-8.9pp | 58.88%-29.8pp | 40.90%-11.8pp |
| Employer contribution / active EE | $2,042 | $2,761-26.1% | $4,305-52.6% | $2,631-22.4% |
| Participant deferral / active EE | $3,328 | $3,303+0.8% | $5,540-39.9% | $4,212-21.0% |
| Admin fee / account holder | $16,417 | $6,746+143.4% | $14,329+14.6% | $7,344+123.5% |