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 | $149,223 | $138,347+7.9% | $184,203-19.0% | $80,856+84.6% |
| Participation rate | 81.6% | 83.9%-2.3pp | 86.8%-5.2pp | 67.6%+13.9pp |
| Annual return | 12.54% | 20.02%-7.5pp | 28.81%-16.3pp | 35.59%-23.1pp |
| Employer contribution / active EE | $4,728 | $4,850-2.5% | $6,427-26.4% | $2,755+71.6% |
| Participant deferral / active EE | $9,530 | $7,071+34.8% | $9,131+4.4% | $4,296+121.8% |
| Admin fee / account holder | $5,691 | $10,483-45.7% | $13,901-59.1% | $6,918-17.7% |