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 6-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 | $121,654 | $105,931+14.8% | $81,930+48.5% | $158,922-23.5% |
| Participation rate | 95.2% | 75.6%+19.6pp | 72.0%+23.2pp | 82.0%+13.3pp |
| Annual return | 18.31% | 38.17%-19.9pp | 29.49%-11.2pp | 302.83%-284.5pp |
| Employer contribution / active EE | $793 | $7,800-89.8% | $4,310-81.6% | $4,761-83.3% |
| Participant deferral / active EE | $4,742 | $13,003-63.5% | $7,107-33.3% | $5,982-20.7% |
| Admin fee / account holder | $6,336 | $8,489-25.4% | $5,158+22.8% | $11,246-43.7% |