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 | $131,830 | $148,978-11.5% | $200,582-34.3% | $84,808+55.4% |
| Participation rate | 88.9% | 84.2%+4.7pp | 86.9%+2.0pp | 68.3%+20.6pp |
| Annual return | 17.38% | 28.16%-10.8pp | 42.33%-25.0pp | 40.90%-23.5pp |
| Employer contribution / active EE | $4,021 | $4,815-16.5% | $6,419-37.4% | $2,631+52.8% |
| Participant deferral / active EE | $7,110 | $7,142-0.5% | $9,331-23.8% | $4,212+68.8% |
| Admin fee / account holder | $4,392 | $13,977-68.6% | $16,305-73.1% | $7,344-40.2% |