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 | $133,451 | $124,281+7.4% | $109,143+22.3% | $167,490-20.3% |
| Participation rate | 76.9% | 79.4%-2.5pp | 75.9%+1.0pp | 82.1%-5.2pp |
| Annual return | 11.90% | 26.04%-14.1pp | 25.75%-13.9pp | 478.56%-466.7pp |
| Employer contribution / active EE | $1,733 | $4,207-58.8% | $3,722-53.4% | $4,837-64.2% |
| Participant deferral / active EE | $5,444 | $5,255+3.6% | $4,653+17.0% | $6,341-14.2% |
| Admin fee / account holder | $6,316 | $7,970-20.7% | $6,752-6.5% | $12,309-48.7% |