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 | $122,281 | $80,968+51.0% | $96,544+26.7% | $75,163+62.7% |
| Participation rate | 73.6% | 71.8%+1.9pp | 76.0%-2.3pp | 67.2%+6.4pp |
| Annual return | 19.88% | 27.06%-7.2pp | 25.84%-6.0pp | 160.62%-140.7pp |
| Employer contribution / active EE | $2,732 | $2,282+19.7% | $2,965-7.9% | $2,670+2.3% |
| Participant deferral / active EE | $3,494 | $3,928-11.1% | $4,851-28.0% | $4,125-15.3% |
| Admin fee / account holder | $2,064 | $6,724-69.3% | $8,252-75.0% | $5,651-63.5% |