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 | $128,636 | $201,272-36.1% | $184,203-30.2% | $145,922-11.8% |
| Participation rate | 73.3% | 87.5%-14.2pp | 86.8%-13.5pp | 80.3%-6.9pp |
| Annual return | 10.59% | 29.00%-18.4pp | 28.81%-18.2pp | 561.29%-550.7pp |
| Employer contribution / active EE | $2,270 | $7,022-67.7% | $6,427-64.7% | $4,660-51.3% |
| Participant deferral / active EE | $8,501 | $9,806-13.3% | $9,131-6.9% | $6,688+27.1% |
| Admin fee / account holder | $2,330 | $16,364-85.8% | $13,901-83.2% | $13,397-82.6% |