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 | $122,401 | $78,672+55.6% | $109,143+12.1% | $85,850+42.6% |
| Participation rate | 74.2% | 68.3%+5.9pp | 75.9%-1.7pp | 69.3%+4.9pp |
| Annual return | 17.03% | 25.09%-8.1pp | 25.75%-8.7pp | 318.53%-301.5pp |
| Employer contribution / active EE | $882 | $2,735-67.7% | $3,722-76.3% | $2,565-65.6% |
| Participant deferral / active EE | $7,211 | $3,467+108.0% | $4,653+55.0% | $3,952+82.5% |
| Admin fee / account holder | $2,187 | $5,469-60.0% | $6,752-67.6% | $6,260-65.1% |