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 | $127,952 | $138,562-7.7% | $246,525-48.1% | $116,875+9.5% |
| Participation rate | 98.6% | 72.8%+25.8pp | 82.0%+16.6pp | 74.5%+24.0pp |
| Annual return | 18.35% | 16.14%+2.2pp | 0.46%+17.9pp | 16.29%+2.1pp |
| Employer contribution / active EE | $7,515 | $4,835+55.4% | $7,467+0.6% | $3,288+128.6% |
| Participant deferral / active EE | $2,070 | $4,207-50.8% | $5,422-61.8% | $3,885-46.7% |
| Admin fee / account holder | $1,404 | $18,110-92.2% | $16,551-91.5% | $12,263-88.6% |