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 | $121,522 | $78,422+55.0% | $95,952+26.6% | $79,858+52.2% |
| Participation rate | 76.2% | 73.5%+2.7pp | 77.1%-0.9pp | 69.6%+6.6pp |
| Annual return | 13.68% | 19.37%-5.7pp | 91.61%-77.9pp | 31.71%-18.0pp |
| Employer contribution / active EE | $849 | $1,945-56.3% | $2,541-66.6% | $2,471-65.6% |
| Participant deferral / active EE | $4,189 | $3,440+21.8% | $4,167+0.5% | $3,740+12.0% |
| Admin fee / account holder | $5,351 | $5,622-4.8% | $6,795-21.3% | $5,306+0.8% |