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 | $103,269 | $72,492+42.5% | $87,100+18.6% | $72,985+41.5% |
| Participation rate | 89.2% | 72.8%+16.4pp | 76.9%+12.3pp | 69.5%+19.7pp |
| Annual return | 22.91% | 24.46%-1.5pp | 28.19%-5.3pp | 81.00%-58.1pp |
| Employer contribution / active EE | $699 | $1,894-63.1% | $2,521-72.3% | $2,440-71.3% |
| Participant deferral / active EE | $4,602 | $3,270+40.8% | $4,049+13.7% | $3,607+27.6% |
| Admin fee / account holder | $6,321 | $5,055+25.1% | $7,497-15.7% | $5,124+23.4% |