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 | $122,728 | $148,978-17.6% | $200,582-38.8% | $84,808+44.7% |
| Participation rate | 95.5% | 84.2%+11.3pp | 86.9%+8.6pp | 68.3%+27.2pp |
| Annual return | 14.37% | 28.16%-13.8pp | 42.33%-28.0pp | 40.90%-26.5pp |
| Employer contribution / active EE | $2,718 | $4,815-43.6% | $6,419-57.7% | $2,631+3.3% |
| Participant deferral / active EE | $9,061 | $7,142+26.9% | $9,331-2.9% | $4,212+115.1% |
| Admin fee / account holder | $3,142 | $13,977-77.5% | $16,305-80.7% | $7,344-57.2% |