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 | $120,837 | $109,413+10.4% | $156,263-22.7% | $84,808+42.5% |
| Participation rate | 70.2% | 72.7%-2.5pp | 78.9%-8.7pp | 68.3%+1.9pp |
| Annual return | 14.41% | 20.18%-5.8pp | 59.47%-45.1pp | 40.90%-26.5pp |
| Employer contribution / active EE | $2,240 | $2,907-22.9% | $4,333-48.3% | $2,631-14.8% |
| Participant deferral / active EE | $4,418 | $4,590-3.7% | $6,158-28.3% | $4,212+4.9% |
| Admin fee / account holder | $1,153 | $9,357-87.7% | $14,255-91.9% | $7,344-84.3% |