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 | $144,011 | $99,341+45.0% | $84,750+69.9% | $273,961-47.4% |
| Participation rate | 90.9% | 80.7%+10.2pp | 76.6%+14.3pp | 83.0%+7.9pp |
| Annual return | 3.07% | 22.93%-19.9pp | 22.78%-19.7pp | 41.45%-38.4pp |
| Employer contribution / active EE | $1,876 | $4,214-55.5% | $3,574-47.5% | $4,869-61.5% |
| Participant deferral / active EE | $4,601 | $4,269+7.8% | $3,712+24.0% | $5,287-13.0% |
| Admin fee / account holder | $1,971 | $6,644-70.3% | $5,332-63.0% | $10,132-80.5% |