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 | $114,690 | $78,705+45.7% | $117,854-2.7% | $70,131+63.5% |
| Participation rate | 88.4% | 73.2%+15.2pp | 79.7%+8.7pp | 69.5%+18.8pp |
| Annual return | 21.35% | 23.30%-1.9pp | 335.08%-313.7pp | 73.14%-51.8pp |
| Employer contribution / active EE | $779 | $2,223-65.0% | $3,786-79.4% | $2,342-66.8% |
| Participant deferral / active EE | $6,426 | $3,297+94.9% | $4,482+43.4% | $3,332+92.9% |
| Admin fee / account holder | $2,358 | $5,065-53.5% | $8,020-70.6% | $4,645-49.3% |