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 | $121,630 | $106,584+14.1% | $101,326+20.0% | $142,382-14.6% |
| Participation rate | 75.0% | 82.7%-7.7pp | 81.5%-6.5pp | 80.1%-5.1pp |
| Annual return | 13.49% | 36.93%-23.4pp | 36.82%-23.3pp | 217.08%-203.6pp |
| Employer contribution / active EE | $949 | $3,956-76.0% | $3,665-74.1% | $4,299-77.9% |
| Participant deferral / active EE | $2,723 | $8,297-67.2% | $7,994-65.9% | $6,507-58.2% |
| Admin fee / account holder | $2,893 | $11,446-74.7% | $11,185-74.1% | $12,624-77.1% |