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 | $69,565 | $197,591-64.8% | $177,821-60.9% | $158,922-56.2% |
| Participation rate | 88.9% | 88.5%+0.3pp | 87.7%+1.2pp | 82.0%+6.9pp |
| Annual return | 12.47% | 58.76%-46.3pp | 48.32%-35.9pp | 302.83%-290.4pp |
| Employer contribution / active EE | $8,121 | $6,697+21.3% | $5,918+37.2% | $4,761+70.6% |
| Participant deferral / active EE | $6,552 | $8,405-22.0% | $7,714-15.1% | $5,982+9.5% |
| Admin fee / account holder | $126,997 | $15,399+724.7% | $12,427+921.9% | $11,246+1029.3% |