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 | $133,991 | $117,841+13.7% | $102,423+30.8% | $145,922-8.2% |
| Participation rate | 77.8% | 78.6%-0.8pp | 76.5%+1.3pp | 80.3%-2.5pp |
| Annual return | 10.16% | 31.65%-21.5pp | 29.32%-19.2pp | 561.29%-551.1pp |
| Employer contribution / active EE | $1,940 | $3,615-46.3% | $3,023-35.8% | $4,660-58.4% |
| Participant deferral / active EE | $2,257 | $5,731-60.6% | $5,053-55.3% | $6,688-66.3% |
| Admin fee / account holder | $21,003 | $13,326+57.6% | $9,451+122.2% | $13,397+56.8% |