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 | $126,695 | $56,110+125.8% | $94,993+33.4% | $70,131+80.7% |
| Participation rate | 78.4% | 65.0%+13.4pp | 73.9%+4.5pp | 69.5%+8.8pp |
| Annual return | 17.55% | 51.02%-33.5pp | 27.12%-9.6pp | 73.14%-55.6pp |
| Employer contribution / active EE | $919 | $1,442-36.3% | $2,603-64.7% | $2,342-60.8% |
| Participant deferral / active EE | $5,407 | $2,391+126.1% | $3,317+63.0% | $3,332+62.3% |
| Admin fee / account holder | $665 | $3,456-80.7% | $4,960-86.6% | $4,645-85.7% |