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 | $138,177 | $81,208+70.2% | $98,907+39.7% | $79,858+73.0% |
| Participation rate | 82.8% | 72.5%+10.3pp | 76.0%+6.7pp | 69.6%+13.1pp |
| Annual return | 16.36% | 60.99%-44.6pp | 196.43%-180.1pp | 31.71%-15.4pp |
| Employer contribution / active EE | $845 | $1,960-56.9% | $2,689-68.6% | $2,471-65.8% |
| Participant deferral / active EE | $5,517 | $3,265+69.0% | $4,244+30.0% | $3,740+47.5% |
| Admin fee / account holder | $2,419 | $6,013-59.8% | $6,642-63.6% | $5,306-54.4% |