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 | $116,239 | $90,745+28.1% | $130,231-10.7% | $75,163+54.6% |
| Participation rate | 70.5% | 71.1%-0.6pp | 76.3%-5.8pp | 67.2%+3.3pp |
| Annual return | 21.03% | 34.45%-13.4pp | 38.77%-17.7pp | 160.62%-139.6pp |
| Employer contribution / active EE | $2,528 | $3,314-23.7% | $4,126-38.7% | $2,670-5.3% |
| Participant deferral / active EE | $5,101 | $5,362-4.9% | $6,799-25.0% | $4,125+23.7% |
| Admin fee / account holder | $5,291 | $6,331-16.4% | $6,020-12.1% | $5,651-6.4% |