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 | $112,290 | $98,750+13.7% | $149,696-25.0% | $79,858+40.6% |
| Participation rate | 82.5% | 75.8%+6.7pp | 82.5%0pp | 69.6%+12.9pp |
| Annual return | 17.11% | 27.43%-10.3pp | 276.60%-259.5pp | 31.71%-14.6pp |
| Employer contribution / active EE | $2,359 | $3,216-26.7% | $4,644-49.2% | $2,471-4.5% |
| Participant deferral / active EE | $5,718 | $5,680+0.7% | $6,842-16.4% | $3,740+52.9% |
| Admin fee / account holder | $1,984 | $6,053-67.2% | $9,309-78.7% | $5,306-62.6% |