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 | $123,032 | $110,257+11.6% | $96,544+27.4% | $139,434-11.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 20.57% | 26.32%-5.7pp | 25.84%-5.3pp | 372.94%-352.4pp |
| Employer contribution / active EE | $2,627 | $3,620-27.4% | $2,965-11.4% | $4,751-44.7% |
| Participant deferral / active EE | $6,576 | $5,548+18.5% | $4,851+35.6% | $6,710-2.0% |
| Admin fee / account holder | $12,306 | $11,591+6.2% | $8,252+49.1% | $11,403+7.9% |