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 | $131,308 | $148,978-11.9% | $200,582-34.5% | $84,808+54.8% |
| Participation rate | 75.0% | 84.2%-9.2pp | 86.9%-11.9pp | 68.3%+6.7pp |
| Annual return | 21.93% | 28.16%-6.2pp | 42.33%-20.4pp | 40.90%-19.0pp |
| Employer contribution / active EE | $2,751 | $4,815-42.9% | $6,419-57.1% | $2,631+4.5% |
| Participant deferral / active EE | $7,718 | $7,142+8.1% | $9,331-17.3% | $4,212+83.3% |
| Admin fee / account holder | $4,530 | $13,977-67.6% | $16,305-72.2% | $7,344-38.3% |