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 | $141,897 | $148,978-4.8% | $200,582-29.3% | $84,808+67.3% |
| Participation rate | 96.0% | 84.2%+11.8pp | 86.9%+9.1pp | 68.3%+27.7pp |
| Annual return | 15.73% | 28.16%-12.4pp | 42.33%-26.6pp | 40.90%-25.2pp |
| Employer contribution / active EE | $4,380 | $4,815-9.0% | $6,419-31.8% | $2,631+66.5% |
| Participant deferral / active EE | $15,418 | $7,142+115.9% | $9,331+65.2% | $4,212+266.1% |
| Admin fee / account holder | $10,235 | $13,977-26.8% | $16,305-37.2% | $7,344+39.4% |