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 | $135,112 | $109,881+23.0% | $150,045-10.0% | $84,808+59.3% |
| Participation rate | 77.8% | 76.1%+1.7pp | 82.3%-4.5pp | 68.3%+9.5pp |
| Annual return | 17.11% | 28.25%-11.1pp | 62.55%-45.4pp | 40.90%-23.8pp |
| Employer contribution / active EE | $3,109 | $3,561-12.7% | $4,693-33.8% | $2,631+18.2% |
| Participant deferral / active EE | $9,211 | $6,636+38.8% | $7,997+15.2% | $4,212+118.7% |
| Admin fee / account holder | $13,755 | $8,568+60.5% | $13,435+2.4% | $7,344+87.3% |