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 | $126,616 | $78,422+61.5% | $95,952+32.0% | $79,858+58.6% |
| Participation rate | 78.7% | 73.5%+5.2pp | 77.1%+1.6pp | 69.6%+9.0pp |
| Annual return | 23.94% | 19.37%+4.6pp | 91.61%-67.7pp | 31.71%-7.8pp |
| Employer contribution / active EE | $560 | $1,945-71.2% | $2,541-77.9% | $2,471-77.3% |
| Participant deferral / active EE | $4,214 | $3,440+22.5% | $4,167+1.1% | $3,740+12.7% |
| Admin fee / account holder | $1,091 | $5,622-80.6% | $6,795-83.9% | $5,306-79.4% |