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 | $117,775 | $72,277+62.9% | $101,248+16.3% | $79,858+47.5% |
| Participation rate | 72.3% | 68.5%+3.9pp | 75.8%-3.5pp | 69.6%+2.7pp |
| Annual return | 12.64% | 22.30%-9.7pp | 46.47%-33.8pp | 31.71%-19.1pp |
| Employer contribution / active EE | $1,213 | $2,692-54.9% | $3,660-66.9% | $2,471-50.9% |
| Participant deferral / active EE | $1,846 | $3,282-43.8% | $4,370-57.8% | $3,740-50.7% |
| Admin fee / account holder | $1,463 | $4,400-66.7% | $5,945-75.4% | $5,306-72.4% |