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 | $134,329 | $153,772-12.6% | $133,980+0.3% | $273,961-51.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 11.93% | 36.51%-24.6pp | 29.30%-17.4pp | 41.45%-29.5pp |
| Employer contribution / active EE | $2,441 | $6,029-59.5% | $5,211-53.2% | $4,869-49.9% |
| Participant deferral / active EE | $7,751 | $6,958+11.4% | $6,282+23.4% | $5,287+46.6% |
| Admin fee / account holder | $1,144 | $11,765-90.3% | $9,324-87.7% | $10,132-88.7% |