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 | $120,101 | $71,050+69.0% | $93,606+28.3% | $80,856+48.5% |
| Participation rate | 86.7% | 60.4%+26.3pp | 68.7%+17.9pp | 67.6%+19.0pp |
| Annual return | 14.98% | 11.26%+3.7pp | 133.20%-118.2pp | 35.59%-20.6pp |
| Employer contribution / active EE | $959 | $1,564-38.7% | $2,420-60.4% | $2,755-65.2% |
| Participant deferral / active EE | $4,276 | $4,034+6.0% | $4,411-3.1% | $4,296-0.5% |
| Admin fee / account holder | $4,443 | $6,945-36.0% | $8,285-46.4% | $6,918-35.8% |