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 | $122,372 | $148,978-17.9% | $200,582-39.0% | $84,808+44.3% |
| Participation rate | 78.1% | 84.2%-6.1pp | 86.9%-8.8pp | 68.3%+9.8pp |
| Annual return | 15.06% | 28.16%-13.1pp | 42.33%-27.3pp | 40.90%-25.8pp |
| Employer contribution / active EE | $2,585 | $4,815-46.3% | $6,419-59.7% | $2,631-1.8% |
| Participant deferral / active EE | $5,731 | $7,142-19.8% | $9,331-38.6% | $4,212+36.1% |
| Admin fee / account holder | $3,147 | $13,977-77.5% | $16,305-80.7% | $7,344-57.1% |