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 9-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 | $128,113 | $110,257+16.2% | $96,544+32.7% | $139,434-8.1% |
| Participation rate | 77.3% | 78.1%-0.8pp | 76.0%+1.3pp | 80.3%-3.0pp |
| Annual return | 17.93% | 26.32%-8.4pp | 25.84%-7.9pp | 372.94%-355.0pp |
| Employer contribution / active EE | $2,075 | $3,620-42.7% | $2,965-30.0% | $4,751-56.3% |
| Participant deferral / active EE | $5,394 | $5,548-2.8% | $4,851+11.2% | $6,710-19.6% |
| Admin fee / account holder | $5,045 | $11,591-56.5% | $8,252-38.9% | $11,403-55.8% |