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 3-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 | $124,482 | $89,753+38.7% | $107,525+15.8% | $84,808+46.8% |
| Participation rate | 76.9% | 68.1%+8.9pp | 75.1%+1.8pp | 68.3%+8.6pp |
| Annual return | 17.31% | 29.48%-12.2pp | 181.32%-164.0pp | 40.90%-23.6pp |
| Employer contribution / active EE | $1,324 | $3,113-57.5% | $3,754-64.7% | $2,631-49.7% |
| Participant deferral / active EE | $7,600 | $4,056+87.4% | $5,116+48.6% | $4,212+80.4% |
| Admin fee / account holder | $17,239 | $7,222+138.7% | $8,919+93.3% | $7,344+134.7% |