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 | $116,796 | $57,541+103.0% | $95,745+22.0% | $75,163+55.4% |
| Participation rate | 70.4% | 62.5%+7.9pp | 72.3%-1.9pp | 67.2%+3.2pp |
| Annual return | 20.67% | 34.93%-14.3pp | 28.35%-7.7pp | 160.62%-140.0pp |
| Employer contribution / active EE | $1,048 | $1,808-42.0% | $2,835-63.0% | $2,670-60.7% |
| Participant deferral / active EE | $4,858 | $3,074+58.0% | $4,245+14.4% | $4,125+17.8% |
| Admin fee / account holder | $6,828 | $4,099+66.6% | $5,678+20.3% | $5,651+20.8% |