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 | $120,442 | $65,365+84.3% | $92,893+29.7% | $72,985+65.0% |
| Participation rate | 95.2% | 68.3%+26.8pp | 76.0%+19.2pp | 69.5%+25.7pp |
| Annual return | 19.85% | 42.10%-22.3pp | 109.41%-89.6pp | 81.00%-61.2pp |
| Employer contribution / active EE | $982 | $2,594-62.1% | $3,653-73.1% | $2,440-59.8% |
| Participant deferral / active EE | $3,552 | $3,128+13.5% | $4,236-16.1% | $3,607-1.5% |
| Admin fee / account holder | $1,129 | $4,251-73.4% | $5,794-80.5% | $5,124-78.0% |