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 | $137,820 | $138,347-0.4% | $184,203-25.2% | $80,856+70.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 13.71% | 20.02%-6.3pp | 28.81%-15.1pp | 35.59%-21.9pp |
| Employer contribution / active EE | $2,364 | $4,850-51.3% | $6,427-63.2% | $2,755-14.2% |
| Participant deferral / active EE | $5,726 | $7,071-19.0% | $9,131-37.3% | $4,296+33.3% |
| Admin fee / account holder | $4,460 | $10,483-57.5% | $13,901-67.9% | $6,918-35.5% |