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 | $137,625 | $81,208+69.5% | $98,907+39.1% | $79,858+72.3% |
| Participation rate | 74.1% | 72.5%+1.6pp | 76.0%-1.9pp | 69.6%+4.4pp |
| Annual return | 20.16% | 60.99%-40.8pp | 196.43%-176.3pp | 31.71%-11.5pp |
| Employer contribution / active EE | $905 | $1,960-53.8% | $2,689-66.3% | $2,471-63.4% |
| Participant deferral / active EE | $3,908 | $3,265+19.7% | $4,244-7.9% | $3,740+4.5% |
| Admin fee / account holder | $757 | $6,013-87.4% | $6,642-88.6% | $5,306-85.7% |