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 | $138,633 | $109,881+26.2% | $150,045-7.6% | $84,808+63.5% |
| Participation rate | 89.8% | 76.1%+13.7pp | 82.3%+7.5pp | 68.3%+21.5pp |
| Annual return | 19.62% | 28.25%-8.6pp | 62.55%-42.9pp | 40.90%-21.3pp |
| Employer contribution / active EE | $2,390 | $3,561-32.9% | $4,693-49.1% | $2,631-9.2% |
| Participant deferral / active EE | $5,282 | $6,636-20.4% | $7,997-34.0% | $4,212+25.4% |
| Admin fee / account holder | $1,062 | $8,568-87.6% | $13,435-92.1% | $7,344-85.5% |