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 | $118,317 | $87,733+34.9% | $106,548+11.0% | $85,850+37.8% |
| Participation rate | 75.6% | 71.9%+3.6pp | 76.1%-0.6pp | 69.3%+6.2pp |
| Annual return | 16.27% | 21.86%-5.6pp | 26.80%-10.5pp | 318.53%-302.3pp |
| Employer contribution / active EE | $1,102 | $2,073-46.8% | $2,819-60.9% | $2,565-57.0% |
| Participant deferral / active EE | $3,141 | $3,469-9.5% | $4,398-28.6% | $3,952-20.5% |
| Admin fee / account holder | $625 | $6,767-90.8% | $7,407-91.6% | $6,260-90.0% |