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 | $137,956 | $148,978-7.4% | $200,582-31.2% | $84,808+62.7% |
| Participation rate | 98.1% | 84.2%+13.9pp | 86.9%+11.3pp | 68.3%+29.8pp |
| Annual return | 21.90% | 28.16%-6.3pp | 42.33%-20.4pp | 40.90%-19.0pp |
| Employer contribution / active EE | $8,583 | $4,815+78.3% | $6,419+33.7% | $2,631+226.2% |
| Participant deferral / active EE | $21,806 | $7,142+205.3% | $9,331+133.7% | $4,212+417.8% |
| Admin fee / account holder | $7,195 | $13,977-48.5% | $16,305-55.9% | $7,344-2.0% |