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 | $116,884 | $86,286+35.5% | $111,297+5.0% | $85,850+36.2% |
| Participation rate | 77.1% | 73.3%+3.8pp | 77.3%-0.2pp | 69.3%+7.8pp |
| Annual return | 24.65% | 19.99%+4.7pp | 54.65%-30.0pp | 318.53%-293.9pp |
| Employer contribution / active EE | $2,644 | $2,043+29.4% | $2,731-3.2% | $2,565+3.1% |
| Participant deferral / active EE | $5,537 | $3,641+52.1% | $4,487+23.4% | $3,952+40.1% |
| Admin fee / account holder | $4,049 | $8,188-50.5% | $7,964-49.2% | $6,260-35.3% |