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 | $118,631 | $78,705+50.7% | $117,854+0.7% | $70,131+69.2% |
| Participation rate | 70.7% | 73.2%-2.5pp | 79.7%-8.9pp | 69.5%+1.2pp |
| Annual return | 13.97% | 23.30%-9.3pp | 335.08%-321.1pp | 73.14%-59.2pp |
| Employer contribution / active EE | $659 | $2,223-70.3% | $3,786-82.6% | $2,342-71.9% |
| Participant deferral / active EE | $2,990 | $3,297-9.3% | $4,482-33.3% | $3,332-10.3% |
| Admin fee / account holder | $18,181 | $5,065+258.9% | $8,020+126.7% | $4,645+291.4% |