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 | $117,507 | $64,839+81.2% | $95,585+22.9% | $84,808+38.6% |
| Participation rate | 78.0% | 63.8%+14.2pp | 72.1%+6.0pp | 68.3%+9.7pp |
| Annual return | 16.55% | -670.96%+687.5pp | 38.56%-22.0pp | 40.90%-24.3pp |
| Employer contribution / active EE | $701 | $1,759-60.2% | $2,527-72.3% | $2,631-73.4% |
| Participant deferral / active EE | $3,742 | $2,965+26.2% | $4,023-7.0% | $4,212-11.1% |
| Admin fee / account holder | $6,490 | $5,964+8.8% | $6,127+5.9% | $7,344-11.6% |