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 | $120,512 | $107,791+11.8% | $90,645+32.9% | $135,375-11.0% |
| Participation rate | 94.4% | 78.0%+16.4pp | 74.0%+20.4pp | 82.6%+11.8pp |
| Annual return | 8.18% | -0.90%+9.1pp | 1.88%+6.3pp | 519.73%-511.6pp |
| Employer contribution / active EE | $2,464 | $3,018-18.3% | $2,532-2.7% | $4,779-48.4% |
| Participant deferral / active EE | $6,163 | $3,872+59.2% | $3,425+80.0% | $5,609+9.9% |
| Admin fee / account holder | $20,474 | $5,930+245.3% | $4,994+310.0% | $10,827+89.1% |