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 | $105,337 | $70,669+49.1% | $169,368-37.8% | $75,163+40.1% |
| Participation rate | 76.7% | 64.8%+11.9pp | 77.1%-0.5pp | 67.2%+9.5pp |
| Annual return | 20.35% | 36.36%-16.0pp | 405.60%-385.3pp | 160.62%-140.3pp |
| Employer contribution / active EE | $913 | $2,211-58.7% | $4,013-77.3% | $2,670-65.8% |
| Participant deferral / active EE | $7,932 | $4,311+84.0% | $6,221+27.5% | $4,125+92.3% |
| Admin fee / account holder | $2,295 | $5,402-57.5% | $9,003-74.5% | $5,651-59.4% |