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 | $101,971 | $110,257-7.5% | $96,544+5.6% | $139,434-26.9% |
| Participation rate | 77.8% | 78.1%-0.3pp | 76.0%+1.8pp | 80.3%-2.5pp |
| Annual return | 12.31% | 26.32%-14.0pp | 25.84%-13.5pp | 372.94%-360.6pp |
| Employer contribution / active EE | $3,878 | $3,620+7.1% | $2,965+30.8% | $4,751-18.4% |
| Participant deferral / active EE | $2,852 | $5,548-48.6% | $4,851-41.2% | $6,710-57.5% |
| Admin fee / account holder | $2,907 | $11,591-74.9% | $8,252-64.8% | $11,403-74.5% |