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 | $124,775 | $110,257+13.2% | $96,544+29.2% | $139,434-10.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 12.93% | 26.32%-13.4pp | 25.84%-12.9pp | 372.94%-360.0pp |
| Employer contribution / active EE | $1,470 | $3,620-59.4% | $2,965-50.4% | $4,751-69.1% |
| Participant deferral / active EE | $6,461 | $5,548+16.5% | $4,851+33.2% | $6,710-3.7% |
| Admin fee / account holder | $5,020 | $11,591-56.7% | $8,252-39.2% | $11,403-56.0% |