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 | $128,566 | $115,882+10.9% | $100,516+27.9% | $158,922-19.1% |
| Participation rate | 95.5% | 81.6%+13.9pp | 79.4%+16.1pp | 82.0%+13.5pp |
| Annual return | 10.21% | 34.79%-24.6pp | 30.89%-20.7pp | 302.83%-292.6pp |
| Employer contribution / active EE | $889 | $4,103-78.3% | $3,418-74.0% | $4,761-81.3% |
| Participant deferral / active EE | $4,680 | $6,674-29.9% | $6,270-25.4% | $5,982-21.8% |
| Admin fee / account holder | $30,713 | $10,995+179.3% | $8,081+280.1% | $11,246+173.1% |