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 | $115,319 | $89,753+28.5% | $107,525+7.2% | $84,808+36.0% |
| Participation rate | 80.0% | 68.1%+11.9pp | 75.1%+4.9pp | 68.3%+11.7pp |
| Annual return | 15.12% | 29.48%-14.4pp | 181.32%-166.2pp | 40.90%-25.8pp |
| Employer contribution / active EE | $2,881 | $3,113-7.5% | $3,754-23.2% | $2,631+9.5% |
| Participant deferral / active EE | $4,213 | $4,056+3.9% | $5,116-17.7% | $4,2120% |
| Admin fee / account holder | $2,812 | $7,222-61.1% | $8,919-68.5% | $7,344-61.7% |