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 | $122,190 | $95,803+27.5% | $113,168+8.0% | $84,808+44.1% |
| Participation rate | 76.7% | 72.9%+3.9pp | 76.6%+0.2pp | 68.3%+8.4pp |
| Annual return | 12.86% | 25.00%-12.1pp | 24.27%-11.4pp | 40.90%-28.0pp |
| Employer contribution / active EE | $898 | $2,360-62.0% | $2,975-69.8% | $2,631-65.9% |
| Participant deferral / active EE | $4,785 | $4,242+12.8% | $5,107-6.3% | $4,212+13.6% |
| Admin fee / account holder | $1,711 | $8,989-81.0% | $12,068-85.8% | $7,344-76.7% |