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 | $129,994 | $148,978-12.7% | $200,582-35.2% | $84,808+53.3% |
| Participation rate | 98.2% | 84.2%+14.0pp | 86.9%+11.3pp | 68.3%+29.9pp |
| Annual return | 16.62% | 28.16%-11.5pp | 42.33%-25.7pp | 40.90%-24.3pp |
| Employer contribution / active EE | $5,236 | $4,815+8.7% | $6,419-18.4% | $2,631+99.0% |
| Participant deferral / active EE | $5,023 | $7,142-29.7% | $9,331-46.2% | $4,212+19.3% |
| Admin fee / account holder | $14,693 | $13,977+5.1% | $16,305-9.9% | $7,344+100.1% |