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 | $124,349 | $148,978-16.5% | $200,582-38.0% | $84,808+46.6% |
| Participation rate | 96.4% | 84.2%+12.2pp | 86.9%+9.5pp | 68.3%+28.1pp |
| Annual return | 15.27% | 28.16%-12.9pp | 42.33%-27.1pp | 40.90%-25.6pp |
| Employer contribution / active EE | $4,264 | $4,815-11.4% | $6,419-33.6% | $2,631+62.1% |
| Participant deferral / active EE | $5,254 | $7,142-26.4% | $9,331-43.7% | $4,212+24.7% |
| Admin fee / account holder | $5,523 | $13,977-60.5% | $16,305-66.1% | $7,344-24.8% |