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 | $113,986 | $80,968+40.8% | $96,544+18.1% | $75,163+51.7% |
| Participation rate | 80.0% | 71.8%+8.2pp | 76.0%+4.0pp | 67.2%+12.8pp |
| Annual return | 14.16% | 27.06%-12.9pp | 25.84%-11.7pp | 160.62%-146.5pp |
| Employer contribution / active EE | $993 | $2,282-56.5% | $2,965-66.5% | $2,670-62.8% |
| Participant deferral / active EE | $4,469 | $3,928+13.8% | $4,851-7.9% | $4,125+8.3% |
| Admin fee / account holder | $4,883 | $6,724-27.4% | $8,252-40.8% | $5,651-13.6% |