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 | $127,198 | $228,332-44.3% | $185,823-31.5% | $158,922-20.0% |
| Participation rate | 83.3% | 82.3%+1.0pp | 78.0%+5.3pp | 82.0%+1.4pp |
| Annual return | 13.78% | 40.80%-27.0pp | 35.95%-22.2pp | 302.83%-289.0pp |
| Employer contribution / active EE | $3,149 | $4,967-36.6% | $4,087-23.0% | $4,761-33.9% |
| Participant deferral / active EE | $8,194 | $6,415+27.7% | $5,632+45.5% | $5,982+37.0% |
| Admin fee / account holder | $1,610 | $11,864-86.4% | $9,500-83.1% | $11,246-85.7% |