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 | $133,982 | $148,978-10.1% | $200,582-33.2% | $84,808+58.0% |
| Participation rate | 79.5% | 84.2%-4.7pp | 86.9%-7.4pp | 68.3%+11.2pp |
| Annual return | 14.62% | 28.16%-13.5pp | 42.33%-27.7pp | 40.90%-26.3pp |
| Employer contribution / active EE | $2,431 | $4,815-49.5% | $6,419-62.1% | $2,631-7.6% |
| Participant deferral / active EE | $12,859 | $7,142+80.1% | $9,331+37.8% | $4,212+205.3% |
| Admin fee / account holder | $5,660 | $13,977-59.5% | $16,305-65.3% | $7,344-22.9% |