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 | $100,987 | $78,422+28.8% | $95,952+5.2% | $79,858+26.5% |
| Participation rate | 90.5% | 73.5%+17.0pp | 77.1%+13.4pp | 69.6%+20.8pp |
| Annual return | 12.74% | 19.37%-6.6pp | 91.61%-78.9pp | 31.71%-19.0pp |
| Employer contribution / active EE | $846 | $1,945-56.5% | $2,541-66.7% | $2,471-65.8% |
| Participant deferral / active EE | $2,060 | $3,440-40.1% | $4,167-50.6% | $3,740-44.9% |
| Admin fee / account holder | $7,135 | $5,622+26.9% | $6,795+5.0% | $5,306+34.5% |