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 | $134,986 | $138,347-2.4% | $184,203-26.7% | $80,856+66.9% |
| Participation rate | 81.8% | 83.9%-2.1pp | 86.8%-5.0pp | 67.6%+14.2pp |
| Annual return | 16.34% | 20.02%-3.7pp | 28.81%-12.5pp | 35.59%-19.3pp |
| Employer contribution / active EE | $5,895 | $4,850+21.5% | $6,427-8.3% | $2,755+114.0% |
| Participant deferral / active EE | $9,751 | $7,071+37.9% | $9,131+6.8% | $4,296+127.0% |
| Admin fee / account holder | $20,740 | $10,483+97.8% | $13,901+49.2% | $6,918+199.8% |