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 | $138,528 | $148,978-7.0% | $200,582-30.9% | $84,808+63.3% |
| Participation rate | 95.2% | 84.2%+11.0pp | 86.9%+8.4pp | 68.3%+26.9pp |
| Annual return | 16.04% | 28.16%-12.1pp | 42.33%-26.3pp | 40.90%-24.9pp |
| Employer contribution / active EE | $2,232 | $4,815-53.7% | $6,419-65.2% | $2,631-15.2% |
| Participant deferral / active EE | $9,438 | $7,142+32.2% | $9,331+1.1% | $4,212+124.1% |
| Admin fee / account holder | $3,225 | $13,977-76.9% | $16,305-80.2% | $7,344-56.1% |