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 | $137,876 | $127,065+8.5% | $113,168+21.8% | $142,382-3.2% |
| Participation rate | 80.0% | 79.2%+0.8pp | 76.6%+3.4pp | 80.1%-0.1pp |
| Annual return | 17.08% | 24.03%-6.9pp | 24.27%-7.2pp | 217.08%-200.0pp |
| Employer contribution / active EE | $2,489 | $3,442-27.7% | $2,975-16.3% | $4,299-42.1% |
| Participant deferral / active EE | $3,896 | $5,716-31.8% | $5,107-23.7% | $6,507-40.1% |
| Admin fee / account holder | $37,273 | $15,736+136.9% | $12,068+208.9% | $12,624+195.3% |