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 | $124,063 | $91,190+36.0% | $178,490-30.5% | $79,858+55.4% |
| Participation rate | 76.9% | 69.2%+7.7pp | 81.9%-5.0pp | 69.6%+7.3pp |
| Annual return | 14.42% | 24.19%-9.8pp | 151.07%-136.6pp | 31.71%-17.3pp |
| Employer contribution / active EE | $2,444 | $3,256-24.9% | $5,011-51.2% | $2,471-1.1% |
| Participant deferral / active EE | $4,586 | $3,236+41.7% | $5,202-11.8% | $3,740+22.6% |
| Admin fee / account holder | $6,024 | $6,751-10.8% | $13,984-56.9% | $5,306+13.5% |