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 | $134,462 | $148,978-9.7% | $200,582-33.0% | $84,808+58.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 16.82% | 28.16%-11.3pp | 42.33%-25.5pp | 40.90%-24.1pp |
| Employer contribution / active EE | $3,814 | $4,815-20.8% | $6,419-40.6% | $2,631+45.0% |
| Participant deferral / active EE | $5,952 | $7,142-16.7% | $9,331-36.2% | $4,212+41.3% |
| Admin fee / account holder | $563 | $13,977-96.0% | $16,305-96.5% | $7,344-92.3% |