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 | $116,898 | $127,264-8.1% | $109,895+6.4% | $167,490-30.2% |
| Participation rate | 91.7% | 77.9%+13.8pp | 74.2%+17.4pp | 82.1%+9.6pp |
| Annual return | 18.11% | 22.97%-4.9pp | 29.45%-11.3pp | 478.56%-460.4pp |
| Employer contribution / active EE | $2,091 | $3,322-37.1% | $2,842-26.4% | $4,837-56.8% |
| Participant deferral / active EE | $4,275 | $4,514-5.3% | $4,048+5.6% | $6,341-32.6% |
| Admin fee / account holder | $5,022 | $7,114-29.4% | $6,066-17.2% | $12,309-59.2% |