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 | $76,908 | $53,127+44.8% | $86,590-11.2% | $70,131+9.7% |
| Participation rate | 97.9% | 65.3%+32.6pp | 73.5%+24.3pp | 69.5%+28.3pp |
| Annual return | 17.12% | 27.66%-10.5pp | 964.84%-947.7pp | 73.14%-56.0pp |
| Employer contribution / active EE | $618 | $2,068-70.1% | $2,839-78.3% | $2,342-73.6% |
| Participant deferral / active EE | $4,919 | $2,696+82.5% | $3,609+36.3% | $3,332+47.6% |
| Admin fee / account holder | $5,853 | $3,585+63.2% | $4,906+19.3% | $4,645+26.0% |