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 | $138,350 | $181,894-23.9% | $156,549-11.6% | $273,961-49.5% |
| Participation rate | 72.7% | 88.4%-15.7pp | 84.0%-11.3pp | 83.0%-10.3pp |
| Annual return | 7.50% | 30.74%-23.2pp | 32.23%-24.7pp | 41.45%-34.0pp |
| Employer contribution / active EE | $2,348 | $6,248-62.4% | $5,501-57.3% | $4,869-51.8% |
| Participant deferral / active EE | $5,903 | $5,550+6.4% | $4,871+21.2% | $5,287+11.7% |
| Admin fee / account holder | $6,702 | $15,559-56.9% | $13,027-48.6% | $10,132-33.9% |