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 | $126,086 | $100,326+25.7% | $180,183-30.0% | $84,808+48.7% |
| Participation rate | 84.8% | 71.0%+13.8pp | 77.4%+7.4pp | 68.3%+16.5pp |
| Annual return | 15.49% | 17.86%-2.4pp | 27.86%-12.4pp | 40.90%-25.4pp |
| Employer contribution / active EE | $2,769 | $3,269-15.3% | $5,039-45.1% | $2,631+5.2% |
| Participant deferral / active EE | $3,909 | $5,066-22.8% | $6,822-42.7% | $4,212-7.2% |
| Admin fee / account holder | $9,580 | $9,674-1.0% | $19,975-52.0% | $7,344+30.5% |