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 | $126,543 | $138,347-8.5% | $184,203-31.3% | $80,856+56.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 14.40% | 20.02%-5.6pp | 28.81%-14.4pp | 35.59%-21.2pp |
| Employer contribution / active EE | $3,202 | $4,850-34.0% | $6,427-50.2% | $2,755+16.2% |
| Participant deferral / active EE | $3,765 | $7,071-46.8% | $9,131-58.8% | $4,296-12.4% |
| Admin fee / account holder | $14,429 | $10,483+37.6% | $13,901+3.8% | $6,918+108.6% |