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 | $128,076 | $72,492+76.7% | $87,100+47.0% | $72,985+75.5% |
| Participation rate | 74.1% | 72.8%+1.3pp | 76.9%-2.8pp | 69.5%+4.6pp |
| Annual return | 24.63% | 24.46%+0.2pp | 28.19%-3.6pp | 81.00%-56.4pp |
| Employer contribution / active EE | $4,706 | $1,894+148.5% | $2,521+86.6% | $2,440+92.9% |
| Participant deferral / active EE | $3,448 | $3,270+5.4% | $4,049-14.8% | $3,607-4.4% |
| Admin fee / account holder | $660 | $5,055-86.9% | $7,497-91.2% | $5,124-87.1% |