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 | $104,981 | $99,985+5.0% | $146,665-28.4% | $85,850+22.3% |
| Participation rate | 76.3% | 73.1%+3.3pp | 80.1%-3.8pp | 69.3%+7.0pp |
| Annual return | 12.50% | 18.93%-6.4pp | 22.74%-10.2pp | 318.53%-306.0pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,136-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,211 | $4,006-19.8% | $5,506-41.7% | $3,952-18.8% |
| Admin fee / account holder | $4,138 | $7,702-46.3% | $10,280-59.7% | $6,260-33.9% |