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 | $116,634 | $105,931+10.1% | $81,930+42.4% | $158,922-26.6% |
| Participation rate | 77.8% | 75.6%+2.2pp | 72.0%+5.8pp | 82.0%-4.2pp |
| Annual return | 11.27% | 38.17%-26.9pp | 29.49%-18.2pp | 302.83%-291.6pp |
| Employer contribution / active EE | $1,532 | $7,800-80.4% | $4,310-64.5% | $4,761-67.8% |
| Participant deferral / active EE | $2,519 | $13,003-80.6% | $7,107-64.6% | $5,982-57.9% |
| Admin fee / account holder | $8,154 | $8,489-4.0% | $5,158+58.1% | $11,246-27.5% |