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 | $95,359 | $78,705+21.2% | $117,854-19.1% | $70,131+36.0% |
| Participation rate | 70.3% | 73.2%-2.9pp | 79.7%-9.4pp | 69.5%+0.7pp |
| Annual return | 14.45% | 23.30%-8.8pp | 335.08%-320.6pp | 73.14%-58.7pp |
| Employer contribution / active EE | $583 | $2,223-73.8% | $3,786-84.6% | $2,342-75.1% |
| Participant deferral / active EE | $3,520 | $3,297+6.8% | $4,482-21.5% | $3,332+5.7% |
| Admin fee / account holder | $24,689 | $5,065+387.4% | $8,020+207.8% | $4,645+431.5% |