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 | $127,881 | $109,881+16.4% | $150,045-14.8% | $84,808+50.8% |
| Participation rate | 77.2% | 76.1%+1.1pp | 82.3%-5.1pp | 68.3%+8.9pp |
| Annual return | 15.12% | 28.25%-13.1pp | 62.55%-47.4pp | 40.90%-25.8pp |
| Employer contribution / active EE | $2,268 | $3,561-36.3% | $4,693-51.7% | $2,631-13.8% |
| Participant deferral / active EE | $8,385 | $6,636+26.4% | $7,997+4.8% | $4,212+99.1% |
| Admin fee / account holder | $22,050 | $8,568+157.3% | $13,435+64.1% | $7,344+200.2% |