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 | $126,769 | $45,073+181.3% | $69,455+82.5% | $72,985+73.7% |
| Participation rate | 93.3% | 68.5%+24.8pp | 74.6%+18.7pp | 69.5%+23.8pp |
| Annual return | 19.24% | 22.65%-3.4pp | 28.97%-9.7pp | 81.00%-61.8pp |
| Employer contribution / active EE | $943 | $2,054-54.1% | $2,779-66.1% | $2,440-61.4% |
| Participant deferral / active EE | $2,810 | $2,602+8.0% | $3,535-20.5% | $3,607-22.1% |
| Admin fee / account holder | $4,096 | $3,056+34.1% | $3,839+6.7% | $5,124-20.1% |