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 | $128,463 | $99,877+28.6% | $84,966+51.2% | $145,922-12.0% |
| Participation rate | 75.0% | 74.1%+0.9pp | 67.5%+7.5pp | 80.3%-5.3pp |
| Annual return | 13.05% | 83.76%-70.7pp | 66.38%-53.3pp | 561.29%-548.2pp |
| Employer contribution / active EE | $2,946 | $3,231-8.8% | $2,727+8.0% | $4,660-36.8% |
| Participant deferral / active EE | $4,316 | $5,291-18.4% | $4,519-4.5% | $6,688-35.5% |
| Admin fee / account holder | $24,040 | $7,248+231.7% | $6,149+291.0% | $13,397+79.4% |