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 | $125,591 | $71,050+76.8% | $93,606+34.2% | $80,856+55.3% |
| Participation rate | 93.9% | 60.4%+33.5pp | 68.7%+25.2pp | 67.6%+26.2pp |
| Annual return | 14.97% | 11.26%+3.7pp | 133.20%-118.2pp | 35.59%-20.6pp |
| Employer contribution / active EE | $776 | $1,564-50.4% | $2,420-67.9% | $2,755-71.8% |
| Participant deferral / active EE | $8,156 | $4,034+102.2% | $4,411+84.9% | $4,296+89.9% |
| Admin fee / account holder | $2,467 | $6,945-64.5% | $8,285-70.2% | $6,918-64.3% |