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 | $117,189 | $214,378-45.3% | $200,582-41.6% | $142,382-17.7% |
| Participation rate | 88.9% | 87.4%+1.5pp | 86.9%+2.0pp | 80.1%+8.8pp |
| Annual return | 17.07% | 46.41%-29.3pp | 42.33%-25.3pp | 217.08%-200.0pp |
| Employer contribution / active EE | $3,333 | $6,841-51.3% | $6,419-48.1% | $4,299-22.5% |
| Participant deferral / active EE | $3,710 | $9,865-62.4% | $9,331-60.2% | $6,507-43.0% |
| Admin fee / account holder | $2,757 | $17,692-84.4% | $16,305-83.1% | $12,624-78.2% |