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 5-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 | $128,625 | $138,347-7.0% | $184,203-30.2% | $80,856+59.1% |
| Participation rate | 91.7% | 83.9%+7.8pp | 86.8%+4.8pp | 67.6%+24.0pp |
| Annual return | 14.28% | 20.02%-5.7pp | 28.81%-14.5pp | 35.59%-21.3pp |
| Employer contribution / active EE | $1,536 | $4,850-68.3% | $6,427-76.1% | $2,755-44.2% |
| Participant deferral / active EE | $7,625 | $7,071+7.8% | $9,131-16.5% | $4,296+77.5% |
| Admin fee / account holder | $1,535 | $10,483-85.4% | $13,901-89.0% | $6,918-77.8% |