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 6-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 | $143,425 | $148,978-3.7% | $200,582-28.5% | $84,808+69.1% |
| Participation rate | 94.4% | 84.2%+10.2pp | 86.9%+7.6pp | 68.3%+26.1pp |
| Annual return | 17.41% | 28.16%-10.8pp | 42.33%-24.9pp | 40.90%-23.5pp |
| Employer contribution / active EE | $3,859 | $4,815-19.9% | $6,419-39.9% | $2,631+46.7% |
| Participant deferral / active EE | $5,961 | $7,142-16.5% | $9,331-36.1% | $4,212+41.5% |
| Admin fee / account holder | $430 | $13,977-96.9% | $16,305-97.4% | $7,344-94.1% |