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 | $128,909 | $60,022+114.8% | $88,946+44.9% | $84,808+52.0% |
| Participation rate | 97.1% | 57.8%+39.3pp | 68.8%+28.3pp | 68.3%+28.8pp |
| Annual return | 17.03% | 22.43%-5.4pp | 57.82%-40.8pp | 40.90%-23.9pp |
| Employer contribution / active EE | $604 | $1,703-64.5% | $2,555-76.4% | $2,631-77.0% |
| Participant deferral / active EE | $17,446 | $3,114+460.3% | $4,581+280.8% | $4,212+314.2% |
| Admin fee / account holder | $31,085 | $4,811+546.1% | $8,261+276.3% | $7,344+323.3% |