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 | $131,881 | $72,012+83.1% | $185,823-29.0% | $79,858+65.1% |
| Participation rate | 96.0% | 65.8%+30.2pp | 78.0%+18.0pp | 69.6%+26.4pp |
| Annual return | 18.14% | 23.12%-5.0pp | 35.95%-17.8pp | 31.71%-13.6pp |
| Employer contribution / active EE | $3,169 | $1,965+61.3% | $4,087-22.5% | $2,471+28.3% |
| Participant deferral / active EE | $8,564 | $3,779+126.6% | $5,632+52.1% | $3,740+129.0% |
| Admin fee / account holder | $1,511 | $4,513-66.5% | $9,500-84.1% | $5,306-71.5% |