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 | $142,489 | $148,978-4.4% | $200,582-29.0% | $84,808+68.0% |
| Participation rate | 93.6% | 84.2%+9.4pp | 86.9%+6.7pp | 68.3%+25.3pp |
| Annual return | 13.45% | 28.16%-14.7pp | 42.33%-28.9pp | 40.90%-27.4pp |
| Employer contribution / active EE | $5,216 | $4,815+8.3% | $6,419-18.7% | $2,631+98.2% |
| Participant deferral / active EE | $6,044 | $7,142-15.4% | $9,331-35.2% | $4,212+43.5% |
| Admin fee / account holder | $3,479 | $13,977-75.1% | $16,305-78.7% | $7,344-52.6% |