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 | $146,513 | $148,978-1.7% | $200,582-27.0% | $84,808+72.8% |
| Participation rate | 86.3% | 84.2%+2.0pp | 86.9%-0.6pp | 68.3%+18.0pp |
| Annual return | 19.77% | 28.16%-8.4pp | 42.33%-22.6pp | 40.90%-21.1pp |
| Employer contribution / active EE | $1,649 | $4,815-65.8% | $6,419-74.3% | $2,631-37.3% |
| Participant deferral / active EE | $4,694 | $7,142-34.3% | $9,331-49.7% | $4,212+11.5% |
| Admin fee / account holder | $4,875 | $13,977-65.1% | $16,305-70.1% | $7,344-33.6% |