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 | $124,822 | $58,523+113.3% | $99,443+25.5% | $72,985+71.0% |
| Participation rate | 78.4% | 64.6%+13.8pp | 73.8%+4.5pp | 69.5%+8.9pp |
| Annual return | 18.76% | 28.51%-9.7pp | 30.72%-12.0pp | 81.00%-62.2pp |
| Employer contribution / active EE | $697 | $1,512-53.9% | $2,540-72.6% | $2,440-71.4% |
| Participant deferral / active EE | $4,274 | $2,606+64.0% | $3,619+18.1% | $3,607+18.5% |
| Admin fee / account holder | $9,156 | $4,102+123.2% | $6,250+46.5% | $5,124+78.7% |