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 | $123,925 | $95,416+29.9% | $185,823-33.3% | $85,850+44.4% |
| Participation rate | 72.5% | 68.8%+3.7pp | 81.7%-9.2pp | 69.3%+3.2pp |
| Annual return | 12.52% | 23.59%-11.1pp | 122.05%-109.5pp | 318.53%-306.0pp |
| Employer contribution / active EE | $1,048 | $3,314-68.4% | $5,167-79.7% | $2,565-59.1% |
| Participant deferral / active EE | $4,127 | $3,423+20.6% | $5,568-25.9% | $3,952+4.4% |
| Admin fee / account holder | $6,358 | $7,213-11.9% | $16,237-60.8% | $6,260+1.6% |