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 | $102,028 | $64,839+57.4% | $95,585+6.7% | $84,808+20.3% |
| Participation rate | 72.9% | 63.8%+9.1pp | 72.1%+0.9pp | 68.3%+4.6pp |
| Annual return | 18.36% | -670.96%+689.3pp | 38.56%-20.2pp | 40.90%-22.5pp |
| Employer contribution / active EE | $598 | $1,759-66.0% | $2,527-76.3% | $2,631-77.3% |
| Participant deferral / active EE | $3,737 | $2,965+26.0% | $4,023-7.1% | $4,212-11.3% |
| Admin fee / account holder | $1,427 | $5,964-76.1% | $6,127-76.7% | $7,344-80.6% |