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 8-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 | $124,310 | $117,841+5.5% | $102,423+21.4% | $145,922-14.8% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 15.67% | 31.65%-16.0pp | 29.32%-13.7pp | 561.29%-545.6pp |
| Employer contribution / active EE | $2,672 | $3,615-26.1% | $3,023-11.6% | $4,660-42.7% |
| Participant deferral / active EE | $5,066 | $5,731-11.6% | $5,053+0.3% | $6,688-24.2% |
| Admin fee / account holder | $887 | $13,326-93.3% | $9,451-90.6% | $13,397-93.4% |