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 | $130,905 | $148,978-12.1% | $200,582-34.7% | $84,808+54.4% |
| Participation rate | 95.8% | 84.2%+11.6pp | 86.9%+8.9pp | 68.3%+27.5pp |
| Annual return | 16.40% | 28.16%-11.8pp | 42.33%-25.9pp | 40.90%-24.5pp |
| Employer contribution / active EE | $4,131 | $4,815-14.2% | $6,419-35.6% | $2,631+57.0% |
| Participant deferral / active EE | $5,802 | $7,142-18.8% | $9,331-37.8% | $4,212+37.8% |
| Admin fee / account holder | $1,258 | $13,977-91.0% | $16,305-92.3% | $7,344-82.9% |