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 | $111,010 | $109,881+1.0% | $150,045-26.0% | $84,808+30.9% |
| Participation rate | 73.9% | 76.1%-2.2pp | 82.3%-8.4pp | 68.3%+5.6pp |
| Annual return | 21.04% | 28.25%-7.2pp | 62.55%-41.5pp | 40.90%-19.9pp |
| Employer contribution / active EE | $2,431 | $3,561-31.8% | $4,693-48.2% | $2,631-7.6% |
| Participant deferral / active EE | $8,625 | $6,636+30.0% | $7,997+7.9% | $4,212+104.8% |
| Admin fee / account holder | $4,742 | $8,568-44.7% | $13,435-64.7% | $7,344-35.4% |