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 | $138,775 | $95,266+45.7% | $82,389+68.4% | $142,382-2.5% |
| Participation rate | 72.2% | 74.5%-2.2pp | 69.5%+2.7pp | 80.1%-7.9pp |
| Annual return | 12.52% | 25.74%-13.2pp | 28.67%-16.1pp | 217.08%-204.6pp |
| Employer contribution / active EE | $2,700 | $2,991-9.7% | $2,517+7.3% | $4,299-37.2% |
| Participant deferral / active EE | $5,875 | $4,809+22.2% | $4,155+41.4% | $6,507-9.7% |
| Admin fee / account holder | $71,739 | $8,563+737.7% | $7,231+892.1% | $12,624+468.3% |