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 | $112,196 | $71,050+57.9% | $93,606+19.9% | $80,856+38.8% |
| Participation rate | 75.7% | 60.4%+15.3pp | 68.7%+7.0pp | 67.6%+8.1pp |
| Annual return | 19.50% | 11.26%+8.2pp | 133.20%-113.7pp | 35.59%-16.1pp |
| Employer contribution / active EE | $641 | $1,564-59.0% | $2,420-73.5% | $2,755-76.7% |
| Participant deferral / active EE | $5,112 | $4,034+26.7% | $4,411+15.9% | $4,296+19.0% |
| Admin fee / account holder | $4,629 | $6,945-33.3% | $8,285-44.1% | $6,918-33.1% |