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 | $139,930 | $117,841+18.7% | $102,423+36.6% | $145,922-4.1% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 12.07% | 31.65%-19.6pp | 29.32%-17.3pp | 561.29%-549.2pp |
| Employer contribution / active EE | $1,252 | $3,615-65.4% | $3,023-58.6% | $4,660-73.1% |
| Participant deferral / active EE | $2,431 | $5,731-57.6% | $5,053-51.9% | $6,688-63.7% |
| Admin fee / account holder | $103,881 | $13,326+679.5% | $9,451+999.2% | $13,397+675.4% |