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 | $116,836 | $79,944+46.1% | $98,439+18.7% | $75,163+55.4% |
| Participation rate | 71.7% | 70.4%+1.3pp | 75.2%-3.5pp | 67.2%+4.5pp |
| Annual return | 17.41% | 19.75%-2.3pp | 21.16%-3.8pp | 160.62%-143.2pp |
| Employer contribution / active EE | $1,263 | $2,264-44.2% | $3,048-58.6% | $2,670-52.7% |
| Participant deferral / active EE | $3,415 | $3,752-9.0% | $4,738-27.9% | $4,125-17.2% |
| Admin fee / account holder | $10,913 | $6,840+59.6% | $8,948+22.0% | $5,651+93.1% |