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 | $139,104 | $181,894-23.5% | $156,549-11.1% | $273,961-49.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 9.41% | 30.74%-21.3pp | 32.23%-22.8pp | 41.45%-32.0pp |
| Employer contribution / active EE | $3,087 | $6,248-50.6% | $5,501-43.9% | $4,869-36.6% |
| Participant deferral / active EE | $3,200 | $5,550-42.3% | $4,871-34.3% | $5,287-39.5% |
| Admin fee / account holder | $1,648 | $15,559-89.4% | $13,027-87.4% | $10,132-83.7% |