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 | $115,472 | $65,041+77.5% | $90,951+27.0% | $79,858+44.6% |
| Participation rate | 93.3% | 61.6%+31.7pp | 69.0%+24.3pp | 69.6%+23.7pp |
| Annual return | 18.32% | 30.45%-12.1pp | 134.60%-116.3pp | 31.71%-13.4pp |
| Employer contribution / active EE | $959 | $1,247-23.1% | $2,122-54.8% | $2,471-61.2% |
| Participant deferral / active EE | $5,255 | $2,512+109.2% | $3,373+55.8% | $3,740+40.5% |
| Admin fee / account holder | $9,585 | $4,536+111.3% | $5,959+60.9% | $5,306+80.6% |