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 | $117,561 | $83,337+41.1% | $67,834+73.3% | $273,961-57.1% |
| Participation rate | 84.2% | 76.4%+7.8pp | 68.8%+15.4pp | 83.0%+1.2pp |
| Annual return | 3.56% | 259.45%-255.9pp | 138.47%-134.9pp | 41.45%-37.9pp |
| Employer contribution / active EE | $3,020 | $3,287-8.1% | $2,403+25.7% | $4,869-38.0% |
| Participant deferral / active EE | $6,231 | $4,088+52.4% | $3,160+97.2% | $5,287+17.9% |
| Admin fee / account holder | $996 | $6,752-85.2% | $4,622-78.5% | $10,132-90.2% |