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 | $112,555 | $162,781-30.9% | $133,956-16.0% | $158,922-29.2% |
| Participation rate | 85.7% | 83.2%+2.5pp | 79.8%+5.9pp | 82.0%+3.8pp |
| Annual return | 11.66% | 41.94%-30.3pp | 45.09%-33.4pp | 302.83%-291.2pp |
| Employer contribution / active EE | $3,277 | $4,975-34.1% | $3,919-16.4% | $4,761-31.2% |
| Participant deferral / active EE | $5,615 | $5,911-5.0% | $5,048+11.2% | $5,982-6.1% |
| Admin fee / account holder | $28,587 | $11,736+143.6% | $8,927+220.2% | $11,246+154.2% |