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 | $134,966 | $148,978-9.4% | $200,582-32.7% | $84,808+59.1% |
| Participation rate | 87.5% | 84.2%+3.3pp | 86.9%+0.6pp | 68.3%+19.2pp |
| Annual return | 19.44% | 28.16%-8.7pp | 42.33%-22.9pp | 40.90%-21.5pp |
| Employer contribution / active EE | $9,601 | $4,815+99.4% | $6,419+49.6% | $2,631+264.9% |
| Participant deferral / active EE | $19,504 | $7,142+173.1% | $9,331+109.0% | $4,212+363.1% |
| Admin fee / account holder | $3,881 | $13,977-72.2% | $16,305-76.2% | $7,344-47.2% |