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 | $137,428 | $148,978-7.8% | $200,582-31.5% | $84,808+62.0% |
| Participation rate | 84.8% | 84.2%+0.6pp | 86.9%-2.0pp | 68.3%+16.5pp |
| Annual return | 15.55% | 28.16%-12.6pp | 42.33%-26.8pp | 40.90%-25.3pp |
| Employer contribution / active EE | $2,507 | $4,815-47.9% | $6,419-60.9% | $2,631-4.7% |
| Participant deferral / active EE | $5,831 | $7,142-18.4% | $9,331-37.5% | $4,212+38.4% |
| Admin fee / account holder | $4,797 | $13,977-65.7% | $16,305-70.6% | $7,344-34.7% |