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 | $144,215 | $73,933+95.1% | $96,683+49.2% | $75,163+91.9% |
| Participation rate | 81.5% | 66.4%+15.1pp | 74.3%+7.1pp | 67.2%+14.3pp |
| Annual return | 13.99% | 26.70%-12.7pp | 35.69%-21.7pp | 160.62%-146.6pp |
| Employer contribution / active EE | $885 | $2,928-69.8% | $3,737-76.3% | $2,670-66.8% |
| Participant deferral / active EE | $3,542 | $3,659-3.2% | $4,878-27.4% | $4,125-14.1% |
| Admin fee / account holder | $2,763 | $5,216-47.0% | $6,730-58.9% | $5,651-51.1% |