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 | $130,204 | $39,019+233.7% | $80,716+61.3% | $85,850+51.7% |
| Participation rate | 97.1% | 41.5%+55.5pp | 54.2%+42.9pp | 69.3%+27.7pp |
| Annual return | 27.96% | 26.27%+1.7pp | 87.28%-59.3pp | 318.53%-290.6pp |
| Employer contribution / active EE | $1,664 | $722+130.5% | $1,160+43.4% | $2,565-35.1% |
| Participant deferral / active EE | $3,024 | $1,326+128.1% | $2,146+40.9% | $3,952-23.5% |
| Admin fee / account holder | $9,073 | $2,431+273.2% | $3,380+168.4% | $6,260+44.9% |