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 | $140,449 | $80,673+74.1% | $101,326+38.6% | $84,808+65.6% |
| Participation rate | 88.5% | 77.8%+10.7pp | 81.5%+7.0pp | 68.3%+20.2pp |
| Annual return | 16.66% | 38.95%-22.3pp | 36.82%-20.2pp | 40.90%-24.2pp |
| Employer contribution / active EE | $797 | $2,698-70.4% | $3,665-78.2% | $2,631-69.7% |
| Participant deferral / active EE | $6,764 | $6,840-1.1% | $7,994-15.4% | $4,212+60.6% |
| Admin fee / account holder | $1,406 | $12,784-89.0% | $11,185-87.4% | $7,344-80.9% |