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 | $116,055 | $101,724+14.1% | $164,813-29.6% | $80,856+43.5% |
| Participation rate | 77.6% | 71.8%+5.8pp | 78.6%-1.0pp | 67.6%+9.9pp |
| Annual return | 11.94% | 16.72%-4.8pp | 69.93%-58.0pp | 35.59%-23.7pp |
| Employer contribution / active EE | $996 | $2,953-66.3% | $4,341-77.1% | $2,755-63.9% |
| Participant deferral / active EE | $6,919 | $4,477+54.5% | $6,031+14.7% | $4,296+61.1% |
| Admin fee / account holder | $7,540 | $8,227-8.4% | $12,690-40.6% | $6,918+9.0% |