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 | $108,493 | $78,705+37.8% | $117,854-7.9% | $70,131+54.7% |
| Participation rate | 78.7% | 73.2%+5.5pp | 79.7%-1.0pp | 69.5%+9.1pp |
| Annual return | 19.07% | 23.30%-4.2pp | 335.08%-316.0pp | 73.14%-54.1pp |
| Employer contribution / active EE | $935 | $2,223-58.0% | $3,786-75.3% | $2,342-60.1% |
| Participant deferral / active EE | $6,026 | $3,297+82.8% | $4,482+34.5% | $3,332+80.9% |
| Admin fee / account holder | $7,158 | $5,065+41.3% | $8,020-10.8% | $4,645+54.1% |