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 5-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 | $128,620 | $93,571+37.5% | $135,903-5.4% | $75,163+71.1% |
| Participation rate | 96.1% | 75.2%+20.9pp | 81.9%+14.2pp | 67.2%+28.9pp |
| Annual return | 15.20% | 30.90%-15.7pp | 68.23%-53.0pp | 160.62%-145.4pp |
| Employer contribution / active EE | $868 | $3,537-75.5% | $4,856-82.1% | $2,670-67.5% |
| Participant deferral / active EE | $9,616 | $6,404+50.2% | $7,758+24.0% | $4,125+133.1% |
| Admin fee / account holder | $10,450 | $6,975+49.8% | $10,762-2.9% | $5,651+84.9% |