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 | $118,280 | $148,534-20.4% | $135,903-13.0% | $139,434-15.2% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 12.23% | 79.19%-67.0pp | 68.23%-56.0pp | 372.94%-360.7pp |
| Employer contribution / active EE | $2,813 | $5,243-46.3% | $4,856-42.1% | $4,751-40.8% |
| Participant deferral / active EE | $7,426 | $8,100-8.3% | $7,758-4.3% | $6,710+10.7% |
| Admin fee / account holder | $28,805 | $12,400+132.3% | $10,762+167.7% | $11,403+152.6% |