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 | $114,141 | $79,449+43.7% | $189,557-39.8% | $85,850+33.0% |
| Participation rate | 77.4% | 66.0%+11.4pp | 78.4%-1.0pp | 69.3%+8.1pp |
| Annual return | 20.85% | 18.45%+2.4pp | 64.17%-43.3pp | 318.53%-297.7pp |
| Employer contribution / active EE | $573 | $2,081-72.5% | $4,412-87.0% | $2,565-77.7% |
| Participant deferral / active EE | $2,111 | $4,051-47.9% | $6,174-65.8% | $3,952-46.6% |
| Admin fee / account holder | $10,586 | $5,377+96.9% | $9,807+7.9% | $6,260+69.1% |