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 | $111,276 | $80,968+37.4% | $96,544+15.3% | $75,163+48.0% |
| Participation rate | 95.5% | 71.8%+23.8pp | 76.0%+19.6pp | 67.2%+28.3pp |
| Annual return | 19.27% | 27.06%-7.8pp | 25.84%-6.6pp | 160.62%-141.3pp |
| Employer contribution / active EE | $919 | $2,282-59.7% | $2,965-69.0% | $2,670-65.6% |
| Participant deferral / active EE | $4,916 | $3,928+25.1% | $4,851+1.3% | $4,125+19.2% |
| Admin fee / account holder | $12,655 | $6,724+88.2% | $8,252+53.4% | $5,651+124.0% |