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 | $122,601 | $91,190+34.4% | $178,490-31.3% | $79,858+53.5% |
| Participation rate | 84.8% | 69.2%+15.6pp | 81.9%+2.9pp | 69.6%+15.2pp |
| Annual return | 12.42% | 24.19%-11.8pp | 151.07%-138.6pp | 31.71%-19.3pp |
| Employer contribution / active EE | $2,048 | $3,256-37.1% | $5,011-59.1% | $2,471-17.1% |
| Participant deferral / active EE | $8,193 | $3,236+153.2% | $5,202+57.5% | $3,740+119.1% |
| Admin fee / account holder | $16,725 | $6,751+147.7% | $13,984+19.6% | $5,306+215.2% |