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 | $142,094 | $148,978-4.6% | $200,582-29.2% | $84,808+67.5% |
| Participation rate | 97.2% | 84.2%+13.0pp | 86.9%+10.3pp | 68.3%+28.9pp |
| Annual return | 17.31% | 28.16%-10.8pp | 42.33%-25.0pp | 40.90%-23.6pp |
| Employer contribution / active EE | $7,751 | $4,815+61.0% | $6,419+20.8% | $2,631+194.6% |
| Participant deferral / active EE | $9,042 | $7,142+26.6% | $9,331-3.1% | $4,212+114.7% |
| Admin fee / account holder | $5,576 | $13,977-60.1% | $16,305-65.8% | $7,344-24.1% |