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 | $139,575 | $80,968+72.4% | $96,544+44.6% | $75,163+85.7% |
| Participation rate | 70.0% | 71.8%-1.8pp | 76.0%-6.0pp | 67.2%+2.8pp |
| Annual return | 19.12% | 27.06%-7.9pp | 25.84%-6.7pp | 160.62%-141.5pp |
| Employer contribution / active EE | $936 | $2,282-59.0% | $2,965-68.4% | $2,670-64.9% |
| Participant deferral / active EE | $3,328 | $3,928-15.3% | $4,851-31.4% | $4,125-19.3% |
| Admin fee / account holder | $11,316 | $6,724+68.3% | $8,252+37.1% | $5,651+100.3% |