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 | $137,717 | $99,341+38.6% | $84,750+62.5% | $273,961-49.7% |
| Participation rate | 75.0% | 80.7%-5.7pp | 76.6%-1.6pp | 83.0%-8.0pp |
| Annual return | 6.31% | 22.93%-16.6pp | 22.78%-16.5pp | 41.45%-35.1pp |
| Employer contribution / active EE | $2,141 | $4,214-49.2% | $3,574-40.1% | $4,869-56.0% |
| Participant deferral / active EE | $6,783 | $4,269+58.9% | $3,712+82.7% | $5,287+28.3% |
| Admin fee / account holder | $771 | $6,644-88.4% | $5,332-85.5% | $10,132-92.4% |