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 | $144,040 | $95,971+50.1% | $74,550+93.2% | $135,375+6.4% |
| Participation rate | 76.9% | 75.7%+1.3pp | 69.1%+7.8pp | 82.6%-5.7pp |
| Annual return | 1.57% | 56.96%-55.4pp | 32.53%-31.0pp | 519.73%-518.2pp |
| Employer contribution / active EE | $826 | $2,716-69.6% | $1,961-57.9% | $4,779-82.7% |
| Participant deferral / active EE | $911 | $3,843-76.3% | $3,108-70.7% | $5,609-83.8% |
| Admin fee / account holder | $5,951 | $6,522-8.7% | $5,060+17.6% | $10,827-45.0% |