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 | $126,158 | $54,705+130.6% | $71,209+77.2% | $84,808+48.8% |
| Participation rate | 93.5% | 64.1%+29.4pp | 73.8%+19.7pp | 68.3%+25.2pp |
| Annual return | 15.22% | 35.90%-20.7pp | 282.51%-267.3pp | 40.90%-25.7pp |
| Employer contribution / active EE | $3,276 | $2,158+51.8% | $2,721+20.4% | $2,631+24.5% |
| Participant deferral / active EE | $7,718 | $3,030+154.7% | $4,175+84.9% | $4,212+83.3% |
| Admin fee / account holder | $14,318 | $4,863+194.4% | $5,349+167.7% | $7,344+95.0% |