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 | $126,183 | $149,734-15.7% | $118,925+6.1% | $158,922-20.6% |
| Participation rate | 85.7% | 82.1%+3.6pp | 75.4%+10.3pp | 82.0%+3.8pp |
| Annual return | 12.40% | 19.95%-7.5pp | 35.88%-23.5pp | 302.83%-290.4pp |
| Employer contribution / active EE | $2,216 | $4,115-46.1% | $3,263-32.1% | $4,761-53.5% |
| Participant deferral / active EE | $2,733 | $5,223-47.7% | $4,265-35.9% | $5,982-54.3% |
| Admin fee / account holder | $23,640 | $8,603+174.8% | $6,581+259.2% | $11,246+110.2% |