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 | $140,140 | $76,367+83.5% | $93,606+49.7% | $72,985+92.0% |
| Participation rate | 70.6% | 71.7%-1.2pp | 75.8%-5.2pp | 69.5%+1.1pp |
| Annual return | 22.45% | 25.82%-3.4pp | 32.76%-10.3pp | 81.00%-58.6pp |
| Employer contribution / active EE | $2,108 | $2,275-7.4% | $2,718-22.5% | $2,440-13.6% |
| Participant deferral / active EE | $6,759 | $3,538+91.0% | $4,069+66.1% | $3,607+87.4% |
| Admin fee / account holder | $1,428 | $6,838-79.1% | $7,888-81.9% | $5,124-72.1% |