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 | $113,105 | $96,484+17.2% | $75,886+49.0% | $152,861-26.0% |
| Participation rate | 76.9% | 76.2%+0.7pp | 69.3%+7.6pp | 82.4%-5.5pp |
| Annual return | 31.13% | 33.98%-2.8pp | 30.76%+0.4pp | 345.32%-314.2pp |
| Employer contribution / active EE | $555 | $3,309-83.2% | $2,500-77.8% | $4,762-88.4% |
| Participant deferral / active EE | $4,192 | $4,553-7.9% | $3,603+16.4% | $5,850-28.3% |
| Admin fee / account holder | $10,850 | $8,078+34.3% | $5,418+100.2% | $11,596-6.4% |