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 | $138,493 | $181,894-23.9% | $156,549-11.5% | $273,961-49.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.50% | 30.74%-24.2pp | 32.23%-25.7pp | 41.45%-34.9pp |
| Employer contribution / active EE | $1,763 | $6,248-71.8% | $5,501-68.0% | $4,869-63.8% |
| Participant deferral / active EE | $4,346 | $5,550-21.7% | $4,871-10.8% | $5,287-17.8% |
| Admin fee / account holder | $344 | $15,559-97.8% | $13,027-97.4% | $10,132-96.6% |