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 | $112,944 | $67,411+67.5% | $91,001+24.1% | $70,131+61.0% |
| Participation rate | 76.0% | 71.4%+4.6pp | 75.6%+0.4pp | 69.5%+6.5pp |
| Annual return | 16.55% | -40.16%+56.7pp | 4.60%+11.9pp | 73.14%-56.6pp |
| Employer contribution / active EE | $443 | $1,786-75.2% | $2,456-82.0% | $2,342-81.1% |
| Participant deferral / active EE | $2,817 | $2,823-0.2% | $3,547-20.6% | $3,332-15.5% |
| Admin fee / account holder | $4,191 | $4,236-1.1% | $5,417-22.6% | $4,645-9.8% |