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 | $125,872 | $127,065-0.9% | $113,168+11.2% | $142,382-11.6% |
| Participation rate | 75.0% | 79.2%-4.2pp | 76.6%-1.6pp | 80.1%-5.1pp |
| Annual return | 10.78% | 24.03%-13.3pp | 24.27%-13.5pp | 217.08%-206.3pp |
| Employer contribution / active EE | $2,487 | $3,442-27.8% | $2,975-16.4% | $4,299-42.2% |
| Participant deferral / active EE | $7,062 | $5,716+23.5% | $5,107+38.3% | $6,507+8.5% |
| Admin fee / account holder | $71,080 | $15,736+351.7% | $12,068+489.0% | $12,624+463.1% |