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 | $134,751 | $138,347-2.6% | $184,203-26.8% | $80,856+66.7% |
| Participation rate | 81.1% | 83.9%-2.8pp | 86.8%-5.7pp | 67.6%+13.4pp |
| Annual return | 19.85% | 20.02%-0.2pp | 28.81%-9.0pp | 35.59%-15.7pp |
| Employer contribution / active EE | $3,974 | $4,850-18.1% | $6,427-38.2% | $2,755+44.3% |
| Participant deferral / active EE | $14,511 | $7,071+105.2% | $9,131+58.9% | $4,296+237.8% |
| Admin fee / account holder | $14,351 | $10,483+36.9% | $13,901+3.2% | $6,918+107.5% |