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 | $120,321 | $47,944+151.0% | $67,834+77.4% | $62,891+91.3% |
| Participation rate | 70.5% | 61.1%+9.4pp | 68.8%+1.7pp | 69.3%+1.1pp |
| Annual return | 10.97% | 11.77%-0.8pp | 138.47%-127.5pp | 20.14%-9.2pp |
| Employer contribution / active EE | $767 | $1,562-50.9% | $2,403-68.1% | $2,281-66.4% |
| Participant deferral / active EE | $3,825 | $2,247+70.2% | $3,160+21.0% | $3,203+19.4% |
| Admin fee / account holder | $3,404 | $3,712-8.3% | $4,622-26.4% | $4,296-20.7% |