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 | $148,002 | $124,281+19.1% | $109,143+35.6% | $167,490-11.6% |
| Participation rate | 87.5% | 79.4%+8.1pp | 75.9%+11.6pp | 82.1%+5.4pp |
| Annual return | 29.58% | 26.04%+3.5pp | 25.75%+3.8pp | 478.56%-449.0pp |
| Employer contribution / active EE | $1,471 | $4,207-65.0% | $3,722-60.5% | $4,837-69.6% |
| Participant deferral / active EE | $3,125 | $5,255-40.5% | $4,653-32.8% | $6,341-50.7% |
| Admin fee / account holder | $4,368 | $7,970-45.2% | $6,752-35.3% | $12,309-64.5% |