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 | $140,027 | $817,678-82.9% | $392,568-64.3% | $152,861-8.4% |
| Participation rate | 77.8% | 82.0%-4.3pp | 78.1%-0.3pp | 82.4%-4.7pp |
| Annual return | 17.98% | 22.84%-4.9pp | 24.42%-6.4pp | 345.32%-327.3pp |
| Employer contribution / active EE | $2,768 | $5,502-49.7% | $3,783-26.8% | $4,762-41.9% |
| Participant deferral / active EE | $6,724 | $8,398-19.9% | $5,985+12.3% | $5,850+14.9% |
| Admin fee / account holder | $46,284 | $12,095+282.7% | $6,260+639.4% | $11,596+299.1% |