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 | $143,406 | $148,978-3.7% | $200,582-28.5% | $84,808+69.1% |
| Participation rate | 85.5% | 84.2%+1.3pp | 86.9%-1.4pp | 68.3%+17.2pp |
| Annual return | 17.08% | 28.16%-11.1pp | 42.33%-25.3pp | 40.90%-23.8pp |
| Employer contribution / active EE | $3,529 | $4,815-26.7% | $6,419-45.0% | $2,631+34.2% |
| Participant deferral / active EE | $7,458 | $7,142+4.4% | $9,331-20.1% | $4,212+77.1% |
| Admin fee / account holder | $7,736 | $13,977-44.7% | $16,305-52.6% | $7,344+5.3% |