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 | $122,769 | $63,355+93.8% | $91,989+33.5% | $72,985+68.2% |
| Participation rate | 92.6% | 72.5%+20.1pp | 78.6%+14.0pp | 69.5%+23.2pp |
| Annual return | 20.17% | 35.35%-15.2pp | 69.02%-48.8pp | 81.00%-60.8pp |
| Employer contribution / active EE | $888 | $2,116-58.0% | $3,452-74.3% | $2,440-63.6% |
| Participant deferral / active EE | $7,362 | $4,883+50.8% | $5,923+24.3% | $3,607+104.1% |
| Admin fee / account holder | $19,736 | $4,668+322.8% | $7,743+154.9% | $5,124+285.2% |