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 | $139,686 | $148,978-6.2% | $200,582-30.4% | $84,808+64.7% |
| Participation rate | 89.7% | 84.2%+5.4pp | 86.9%+2.8pp | 68.3%+21.3pp |
| Annual return | 16.89% | 28.16%-11.3pp | 42.33%-25.4pp | 40.90%-24.0pp |
| Employer contribution / active EE | $4,552 | $4,815-5.5% | $6,419-29.1% | $2,631+73.0% |
| Participant deferral / active EE | $3,396 | $7,142-52.4% | $9,331-63.6% | $4,212-19.4% |
| Admin fee / account holder | $8,542 | $13,977-38.9% | $16,305-47.6% | $7,344+16.3% |