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 | $148,053 | $181,894-18.6% | $156,549-5.4% | $273,961-46.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.64% | 30.74%-26.1pp | 32.23%-27.6pp | 41.45%-36.8pp |
| Employer contribution / active EE | $1,868 | $6,248-70.1% | $5,501-66.0% | $4,869-61.6% |
| Participant deferral / active EE | $4,900 | $5,550-11.7% | $4,871+0.6% | $5,287-7.3% |
| Admin fee / account holder | $1,424 | $15,559-90.8% | $13,027-89.1% | $10,132-85.9% |