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 | $114,323 | $89,753+27.4% | $107,525+6.3% | $84,808+34.8% |
| Participation rate | 79.5% | 68.1%+11.4pp | 75.1%+4.4pp | 68.3%+11.2pp |
| Annual return | 21.18% | 29.48%-8.3pp | 181.32%-160.1pp | 40.90%-19.7pp |
| Employer contribution / active EE | $1,622 | $3,113-47.9% | $3,754-56.8% | $2,631-38.4% |
| Participant deferral / active EE | $7,851 | $4,056+93.5% | $5,116+53.5% | $4,212+86.4% |
| Admin fee / account holder | $1,476 | $7,222-79.6% | $8,919-83.4% | $7,344-79.9% |