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 | $123,592 | $138,347-10.7% | $184,203-32.9% | $80,856+52.9% |
| Participation rate | 97.0% | 83.9%+13.1pp | 86.8%+10.2pp | 67.6%+29.3pp |
| Annual return | 13.86% | 20.02%-6.2pp | 28.81%-15.0pp | 35.59%-21.7pp |
| Employer contribution / active EE | $2,124 | $4,850-56.2% | $6,427-67.0% | $2,755-22.9% |
| Participant deferral / active EE | $5,260 | $7,071-25.6% | $9,131-42.4% | $4,296+22.4% |
| Admin fee / account holder | $4,512 | $10,483-57.0% | $13,901-67.5% | $6,918-34.8% |