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 | $129,793 | $138,347-6.2% | $184,203-29.5% | $80,856+60.5% |
| Participation rate | 82.8% | 83.9%-1.1pp | 86.8%-4.1pp | 67.6%+15.1pp |
| Annual return | 25.10% | 20.02%+5.1pp | 28.81%-3.7pp | 35.59%-10.5pp |
| Employer contribution / active EE | $3,323 | $4,850-31.5% | $6,427-48.3% | $2,755+20.6% |
| Participant deferral / active EE | $5,756 | $7,071-18.6% | $9,131-37.0% | $4,296+34.0% |
| Admin fee / account holder | $6,734 | $10,483-35.8% | $13,901-51.6% | $6,918-2.7% |