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 | $138,338 | $100,773+37.3% | $88,946+55.5% | $142,382-2.8% |
| Participation rate | 82.4% | 74.3%+8.1pp | 68.8%+13.5pp | 80.1%+2.2pp |
| Annual return | 17.26% | 70.18%-52.9pp | 57.82%-40.6pp | 217.08%-199.8pp |
| Employer contribution / active EE | $2,850 | $2,918-2.3% | $2,555+11.6% | $4,299-33.7% |
| Participant deferral / active EE | $6,721 | $5,230+28.5% | $4,581+46.7% | $6,507+3.3% |
| Admin fee / account holder | $5,685 | $9,693-41.3% | $8,261-31.2% | $12,624-55.0% |