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 | $110,565 | $78,672+40.5% | $109,143+1.3% | $85,850+28.8% |
| Participation rate | 70.4% | 68.3%+2.1pp | 75.9%-5.5pp | 69.3%+1.1pp |
| Annual return | 12.71% | 25.09%-12.4pp | 25.75%-13.0pp | 318.53%-305.8pp |
| Employer contribution / active EE | $2,195 | $2,735-19.7% | $3,722-41.0% | $2,565-14.4% |
| Participant deferral / active EE | $6,583 | $3,467+89.9% | $4,653+41.5% | $3,952+66.6% |
| Admin fee / account holder | $1,778 | $5,469-67.5% | $6,752-73.7% | $6,260-71.6% |