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 7-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 | $153,778 | $78,422+96.1% | $95,952+60.3% | $79,858+92.6% |
| Participation rate | 89.4% | 73.5%+15.9pp | 77.1%+12.3pp | 69.6%+19.7pp |
| Annual return | 29.27% | 19.37%+9.9pp | 91.61%-62.3pp | 31.71%-2.4pp |
| Employer contribution / active EE | $605 | $1,945-68.9% | $2,541-76.2% | $2,471-75.5% |
| Participant deferral / active EE | $4,797 | $3,440+39.5% | $4,167+15.1% | $3,740+28.3% |
| Admin fee / account holder | $1,864 | $5,622-66.8% | $6,795-72.6% | $5,306-64.9% |