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 | $112,077 | $149,734-25.1% | $118,925-5.8% | $158,922-29.5% |
| Participation rate | 83.3% | 82.1%+1.3pp | 75.4%+8.0pp | 82.0%+1.4pp |
| Annual return | 6.28% | 19.95%-13.7pp | 35.88%-29.6pp | 302.83%-296.5pp |
| Employer contribution / active EE | $1,928 | $4,115-53.2% | $3,263-40.9% | $4,761-59.5% |
| Participant deferral / active EE | $6,458 | $5,223+23.6% | $4,265+51.4% | $5,982+8.0% |
| Admin fee / account holder | $8,865 | $8,603+3.0% | $6,581+34.7% | $11,246-21.2% |