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 | $140,047 | $148,978-6.0% | $200,582-30.2% | $84,808+65.1% |
| Participation rate | 97.5% | 84.2%+13.3pp | 86.9%+10.6pp | 68.3%+29.2pp |
| Annual return | 14.68% | 28.16%-13.5pp | 42.33%-27.7pp | 40.90%-26.2pp |
| Employer contribution / active EE | $2,814 | $4,815-41.6% | $6,419-56.2% | $2,631+7.0% |
| Participant deferral / active EE | $9,046 | $7,142+26.7% | $9,331-3.1% | $4,212+114.8% |
| Admin fee / account holder | $8,160 | $13,977-41.6% | $16,305-50.0% | $7,344+11.1% |