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 | $129,838 | $148,978-12.8% | $200,582-35.3% | $84,808+53.1% |
| Participation rate | 83.9% | 84.2%-0.4pp | 86.9%-3.0pp | 68.3%+15.6pp |
| Annual return | 16.40% | 28.16%-11.8pp | 42.33%-25.9pp | 40.90%-24.5pp |
| Employer contribution / active EE | $4,045 | $4,815-16.0% | $6,419-37.0% | $2,631+53.7% |
| Participant deferral / active EE | $6,932 | $7,142-2.9% | $9,331-25.7% | $4,212+64.6% |
| Admin fee / account holder | $3,725 | $13,977-73.4% | $16,305-77.2% | $7,344-49.3% |