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 | $127,319 | $70,669+80.2% | $169,368-24.8% | $75,163+69.4% |
| Participation rate | 84.2% | 64.8%+19.4pp | 77.1%+7.1pp | 67.2%+17.0pp |
| Annual return | 17.00% | 36.36%-19.4pp | 405.60%-388.6pp | 160.62%-143.6pp |
| Employer contribution / active EE | $2,557 | $2,211+15.7% | $4,013-36.3% | $2,670-4.2% |
| Participant deferral / active EE | $4,681 | $4,311+8.6% | $6,221-24.8% | $4,125+13.5% |
| Admin fee / account holder | $4,935 | $5,402-8.7% | $9,003-45.2% | $5,651-12.7% |