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 | $130,642 | $71,516+82.7% | $98,439+32.7% | $71,457+82.8% |
| Participation rate | 71.3% | 72.7%-1.4pp | 75.2%-3.9pp | 67.9%+3.4pp |
| Annual return | 19.20% | 32.41%-13.2pp | 21.16%-2.0pp | 28.85%-9.7pp |
| Employer contribution / active EE | $1,012 | $2,399-57.8% | $3,048-66.8% | $2,588-60.9% |
| Participant deferral / active EE | $3,537 | $4,109-13.9% | $4,738-25.3% | $4,289-17.5% |
| Admin fee / account holder | $5,147 | $1,675+207.3% | $8,948-42.5% | $1,587+224.3% |