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 | $118,520 | $201,272-41.1% | $184,203-35.7% | $145,922-18.8% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 14.29% | 29.00%-14.7pp | 28.81%-14.5pp | 561.29%-547.0pp |
| Employer contribution / active EE | $5,387 | $7,022-23.3% | $6,427-16.2% | $4,660+15.6% |
| Participant deferral / active EE | $7,928 | $9,806-19.2% | $9,131-13.2% | $6,688+18.5% |
| Admin fee / account holder | $84,054 | $16,364+413.7% | $13,901+504.7% | $13,397+527.4% |