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 | $121,009 | $78,672+53.8% | $109,143+10.9% | $85,850+41.0% |
| Participation rate | 87.1% | 68.3%+18.8pp | 75.9%+11.2pp | 69.3%+17.8pp |
| Annual return | 12.49% | 25.09%-12.6pp | 25.75%-13.3pp | 318.53%-306.0pp |
| Employer contribution / active EE | $937 | $2,735-65.7% | $3,722-74.8% | $2,565-63.5% |
| Participant deferral / active EE | $2,991 | $3,467-13.7% | $4,653-35.7% | $3,952-24.3% |
| Admin fee / account holder | $11,800 | $5,469+115.8% | $6,752+74.8% | $6,260+88.5% |