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 7-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 | $110,225 | $91,552+20.4% | $133,956-17.7% | $79,858+38.0% |
| Participation rate | 76.9% | 73.3%+3.6pp | 79.8%-2.9pp | 69.6%+7.3pp |
| Annual return | 18.95% | 61.85%-42.9pp | 45.09%-26.1pp | 31.71%-12.8pp |
| Employer contribution / active EE | $877 | $2,384-63.2% | $3,919-77.6% | $2,471-64.5% |
| Participant deferral / active EE | $4,744 | $3,733+27.1% | $5,048-6.0% | $3,740+26.8% |
| Admin fee / account holder | $1,098 | $6,321-82.6% | $8,927-87.7% | $5,306-79.3% |