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 | $129,181 | $62,586+106.4% | $76,768+68.3% | $64,186+101.3% |
| Participation rate | 87.3% | 72.8%+14.5pp | 77.0%+10.3pp | 69.6%+17.7pp |
| Annual return | -1.92% | -1.95%0pp | 2.43%-4.4pp | 7.63%-9.6pp |
| Employer contribution / active EE | $2,654 | $1,832+44.8% | $2,485+6.8% | $2,381+11.5% |
| Participant deferral / active EE | $7,299 | $3,145+132.1% | $3,852+89.5% | $3,470+110.4% |
| Admin fee / account holder | $442 | $4,667-90.5% | $6,675-93.4% | $4,888-91.0% |