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 | $143,526 | $148,978-3.7% | $200,582-28.4% | $84,808+69.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 16.85% | 28.16%-11.3pp | 42.33%-25.5pp | 40.90%-24.0pp |
| Employer contribution / active EE | $3,835 | $4,815-20.4% | $6,419-40.3% | $2,631+45.8% |
| Participant deferral / active EE | $5,470 | $7,142-23.4% | $9,331-41.4% | $4,212+29.9% |
| Admin fee / account holder | $7,423 | $13,977-46.9% | $16,305-54.5% | $7,344+1.1% |