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 | $108,440 | $91,190+18.9% | $178,490-39.2% | $79,858+35.8% |
| Participation rate | 73.1% | 69.2%+3.9pp | 81.9%-8.8pp | 69.6%+3.5pp |
| Annual return | 15.60% | 24.19%-8.6pp | 151.07%-135.5pp | 31.71%-16.1pp |
| Employer contribution / active EE | $1,075 | $3,256-67.0% | $5,011-78.5% | $2,471-56.5% |
| Participant deferral / active EE | $4,580 | $3,236+41.5% | $5,202-12.0% | $3,740+22.4% |
| Admin fee / account holder | $3,249 | $6,751-51.9% | $13,984-76.8% | $5,306-38.8% |