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 | $117,655 | $99,985+17.7% | $146,665-19.8% | $85,850+37.0% |
| Participation rate | 79.1% | 73.1%+6.1pp | 80.1%-0.9pp | 69.3%+9.8pp |
| Annual return | 12.25% | 18.93%-6.7pp | 22.74%-10.5pp | 318.53%-306.3pp |
| Employer contribution / active EE | $1,534 | $2,559-40.1% | $4,136-62.9% | $2,565-40.2% |
| Participant deferral / active EE | $4,490 | $4,006+12.1% | $5,506-18.5% | $3,952+13.6% |
| Admin fee / account holder | $8,935 | $7,702+16.0% | $10,280-13.1% | $6,260+42.7% |