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 | $128,400 | $115,882+10.8% | $100,516+27.7% | $158,922-19.2% |
| Participation rate | 81.8% | 81.6%+0.2pp | 79.4%+2.4pp | 82.0%-0.1pp |
| Annual return | 16.42% | 34.79%-18.4pp | 30.89%-14.5pp | 302.83%-286.4pp |
| Employer contribution / active EE | $3,606 | $4,103-12.1% | $3,418+5.5% | $4,761-24.3% |
| Participant deferral / active EE | $10,285 | $6,674+54.1% | $6,270+64.0% | $5,982+71.9% |
| Admin fee / account holder | $4,618 | $10,995-58.0% | $8,081-42.9% | $11,246-58.9% |