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 | $113,959 | $72,492+57.2% | $87,100+30.8% | $72,985+56.1% |
| Participation rate | 88.1% | 72.8%+15.3pp | 76.9%+11.2pp | 69.5%+18.6pp |
| Annual return | 22.79% | 24.46%-1.7pp | 28.19%-5.4pp | 81.00%-58.2pp |
| Employer contribution / active EE | $546 | $1,894-71.2% | $2,521-78.4% | $2,440-77.6% |
| Participant deferral / active EE | $4,138 | $3,270+26.6% | $4,049+2.2% | $3,607+14.7% |
| Admin fee / account holder | $5,604 | $5,055+10.9% | $7,497-25.2% | $5,124+9.4% |