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 | $131,207 | $214,378-38.8% | $200,582-34.6% | $142,382-7.8% |
| Participation rate | 77.8% | 87.4%-9.7pp | 86.9%-9.1pp | 80.1%-2.3pp |
| Annual return | 12.75% | 46.41%-33.7pp | 42.33%-29.6pp | 217.08%-204.3pp |
| Employer contribution / active EE | $3,296 | $6,841-51.8% | $6,419-48.6% | $4,299-23.3% |
| Participant deferral / active EE | $4,363 | $9,865-55.8% | $9,331-53.2% | $6,507-33.0% |
| Admin fee / account holder | $76,523 | $17,692+332.5% | $16,305+369.3% | $12,624+506.2% |