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 | $136,805 | $123,793+10.5% | $177,821-23.1% | $79,858+71.3% |
| Participation rate | 91.5% | 84.7%+6.9pp | 87.7%+3.8pp | 69.6%+21.9pp |
| Annual return | 17.97% | 22.82%-4.9pp | 48.32%-30.4pp | 31.71%-13.7pp |
| Employer contribution / active EE | $2,558 | $4,095-37.5% | $5,918-56.8% | $2,471+3.5% |
| Participant deferral / active EE | $5,750 | $5,956-3.5% | $7,714-25.5% | $3,740+53.7% |
| Admin fee / account holder | $14,847 | $7,243+105.0% | $12,427+19.5% | $5,306+179.8% |