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 | $142,480 | $148,978-4.4% | $200,582-29.0% | $84,808+68.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 17.37% | 28.16%-10.8pp | 42.33%-25.0pp | 40.90%-23.5pp |
| Employer contribution / active EE | $3,804 | $4,815-21.0% | $6,419-40.7% | $2,631+44.6% |
| Participant deferral / active EE | $5,180 | $7,142-27.5% | $9,331-44.5% | $4,212+23.0% |
| Admin fee / account holder | $1,966 | $13,977-85.9% | $16,305-87.9% | $7,344-73.2% |