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 | $120,662 | $83,477+44.5% | $125,175-3.6% | $72,985+65.3% |
| Participation rate | 70.8% | 73.3%-2.5pp | 79.8%-9.0pp | 69.5%+1.3pp |
| Annual return | 21.53% | 25.78%-4.2pp | 43.79%-22.3pp | 81.00%-59.5pp |
| Employer contribution / active EE | $1,387 | $2,345-40.9% | $3,865-64.1% | $2,440-43.2% |
| Participant deferral / active EE | $5,276 | $3,585+47.2% | $4,937+6.9% | $3,607+46.3% |
| Admin fee / account holder | $11,022 | $5,517+99.8% | $9,702+13.6% | $5,124+115.1% |