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 | $113,755 | $78,422+45.1% | $95,952+18.6% | $79,858+42.4% |
| Participation rate | 93.3% | 73.5%+19.8pp | 77.1%+16.3pp | 69.6%+23.7pp |
| Annual return | 14.70% | 19.37%-4.7pp | 91.61%-76.9pp | 31.71%-17.0pp |
| Employer contribution / active EE | $957 | $1,945-50.8% | $2,541-62.3% | $2,471-61.3% |
| Participant deferral / active EE | $6,577 | $3,440+91.2% | $4,167+57.8% | $3,740+75.9% |
| Admin fee / account holder | $2,005 | $5,622-64.3% | $6,795-70.5% | $5,306-62.2% |