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 | $134,559 | $181,894-26.0% | $156,549-14.0% | $273,961-50.9% |
| Participation rate | 70.0% | 88.4%-18.4pp | 84.0%-14.0pp | 83.0%-13.0pp |
| Annual return | 16.63% | 30.74%-14.1pp | 32.23%-15.6pp | 41.45%-24.8pp |
| Employer contribution / active EE | $12,474 | $6,248+99.6% | $5,501+126.7% | $4,869+156.2% |
| Participant deferral / active EE | $5,518 | $5,550-0.6% | $4,871+13.3% | $5,287+4.4% |
| Admin fee / account holder | $5,792 | $15,559-62.8% | $13,027-55.5% | $10,132-42.8% |