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 | $126,117 | $95,803+31.6% | $113,168+11.4% | $84,808+48.7% |
| Participation rate | 73.2% | 72.9%+0.3pp | 76.6%-3.4pp | 68.3%+4.9pp |
| Annual return | 15.25% | 25.00%-9.7pp | 24.27%-9.0pp | 40.90%-25.6pp |
| Employer contribution / active EE | $710 | $2,360-69.9% | $2,975-76.1% | $2,631-73.0% |
| Participant deferral / active EE | $7,103 | $4,242+67.4% | $5,107+39.1% | $4,212+68.6% |
| Admin fee / account holder | $27,895 | $8,989+210.3% | $12,068+131.2% | $7,344+279.8% |