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 | $131,348 | $132,049-0.5% | $200,582-34.5% | $74,304+76.8% |
| Participation rate | 78.0% | 84.1%-6.1pp | 86.9%-8.9pp | 60.3%+17.6pp |
| Annual return | 16.77% | 22.22%-5.4pp | 42.33%-25.6pp | 29.43%-12.7pp |
| Employer contribution / active EE | $4,203 | $4,558-7.8% | $6,419-34.5% | $2,241+87.5% |
| Participant deferral / active EE | $13,138 | $7,213+82.2% | $9,331+40.8% | $3,767+248.8% |
| Admin fee / account holder | $7,761 | $2,405+222.8% | $16,305-52.4% | $2,969+161.4% |