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 | $130,001 | $78,422+65.8% | $95,952+35.5% | $79,858+62.8% |
| Participation rate | 76.4% | 73.5%+2.9pp | 77.1%-0.7pp | 69.6%+6.7pp |
| Annual return | 13.70% | 19.37%-5.7pp | 91.61%-77.9pp | 31.71%-18.0pp |
| Employer contribution / active EE | $966 | $1,945-50.3% | $2,541-62.0% | $2,471-60.9% |
| Participant deferral / active EE | $3,845 | $3,440+11.8% | $4,167-7.7% | $3,740+2.8% |
| Admin fee / account holder | $9,727 | $5,622+73.0% | $6,795+43.1% | $5,306+83.3% |