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 | $140,193 | $89,753+56.2% | $107,525+30.4% | $84,808+65.3% |
| Participation rate | 72.1% | 68.1%+4.0pp | 75.1%-3.0pp | 68.3%+3.8pp |
| Annual return | 15.37% | 29.48%-14.1pp | 181.32%-165.9pp | 40.90%-25.5pp |
| Employer contribution / active EE | $925 | $3,113-70.3% | $3,754-75.4% | $2,631-64.8% |
| Participant deferral / active EE | $6,035 | $4,056+48.8% | $5,116+18.0% | $4,212+43.3% |
| Admin fee / account holder | $5,445 | $7,222-24.6% | $8,919-38.9% | $7,344-25.9% |