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 | $114,061 | $124,281-8.2% | $109,143+4.5% | $167,490-31.9% |
| Participation rate | 81.0% | 79.4%+1.5pp | 75.9%+5.1pp | 82.1%-1.2pp |
| Annual return | 13.03% | 26.04%-13.0pp | 25.75%-12.7pp | 478.56%-465.5pp |
| Employer contribution / active EE | $2,282 | $4,207-45.8% | $3,722-38.7% | $4,837-52.8% |
| Participant deferral / active EE | $4,822 | $5,255-8.2% | $4,653+3.6% | $6,341-24.0% |
| Admin fee / account holder | $8,244 | $7,970+3.4% | $6,752+22.1% | $12,309-33.0% |