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 | $121,812 | $64,348+89.3% | $90,160+35.1% | $70,131+73.7% |
| Participation rate | 88.4% | 70.4%+17.9pp | 76.9%+11.5pp | 69.5%+18.8pp |
| Annual return | 14.71% | 28.13%-13.4pp | 34.88%-20.2pp | 73.14%-58.4pp |
| Employer contribution / active EE | $1,451 | $2,046-29.1% | $3,318-56.3% | $2,342-38.1% |
| Participant deferral / active EE | $2,393 | $4,389-45.5% | $5,288-54.7% | $3,332-28.2% |
| Admin fee / account holder | $1,491 | $3,944-62.2% | $5,943-74.9% | $4,645-67.9% |