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 | $125,656 | $138,347-9.2% | $184,203-31.8% | $80,856+55.4% |
| Participation rate | 84.2% | 83.9%+0.3pp | 86.8%-2.6pp | 67.6%+16.6pp |
| Annual return | 28.95% | 20.02%+8.9pp | 28.81%+0.1pp | 35.59%-6.6pp |
| Employer contribution / active EE | $3,148 | $4,850-35.1% | $6,427-51.0% | $2,755+14.3% |
| Participant deferral / active EE | $4,789 | $7,071-32.3% | $9,131-47.6% | $4,296+11.5% |
| Admin fee / account holder | $17,971 | $10,483+71.4% | $13,901+29.3% | $6,918+159.8% |