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 | $120,588 | $98,240+22.7% | $82,313+46.5% | $147,584-18.3% |
| Participation rate | 75.0% | 79.7%-4.7pp | 76.9%-1.9pp | 82.8%-7.8pp |
| Annual return | 15.50% | 30.85%-15.4pp | 25.88%-10.4pp | 578.55%-563.0pp |
| Employer contribution / active EE | $945 | $3,192-70.4% | $2,428-61.1% | $4,876-80.6% |
| Participant deferral / active EE | $3,026 | $4,383-31.0% | $3,706-18.4% | $5,439-44.4% |
| Admin fee / account holder | $8,918 | $8,563+4.1% | $5,608+59.0% | $10,885-18.1% |