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 | $113,805 | $80,968+40.6% | $96,544+17.9% | $75,163+51.4% |
| Participation rate | 84.6% | 71.8%+12.8pp | 76.0%+8.7pp | 67.2%+17.4pp |
| Annual return | 18.07% | 27.06%-9.0pp | 25.84%-7.8pp | 160.62%-142.6pp |
| Employer contribution / active EE | $1,994 | $2,282-12.6% | $2,965-32.7% | $2,670-25.3% |
| Participant deferral / active EE | $3,541 | $3,928-9.8% | $4,851-27.0% | $4,125-14.2% |
| Admin fee / account holder | $964 | $6,724-85.7% | $8,252-88.3% | $5,651-82.9% |