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 | $113,764 | $86,286+31.8% | $111,297+2.2% | $85,850+32.5% |
| Participation rate | 76.6% | 73.3%+3.3pp | 77.3%-0.7pp | 69.3%+7.3pp |
| Annual return | 12.33% | 19.99%-7.7pp | 54.65%-42.3pp | 318.53%-306.2pp |
| Employer contribution / active EE | $868 | $2,043-57.5% | $2,731-68.2% | $2,565-66.1% |
| Participant deferral / active EE | $3,453 | $3,641-5.2% | $4,487-23.1% | $3,952-12.6% |
| Admin fee / account holder | $5,778 | $8,188-29.4% | $7,964-27.4% | $6,260-7.7% |