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 | $129,896 | $117,841+10.2% | $102,423+26.8% | $145,922-11.0% |
| Participation rate | 92.3% | 78.6%+13.7pp | 76.5%+15.8pp | 80.3%+12.0pp |
| Annual return | 17.44% | 31.65%-14.2pp | 29.32%-11.9pp | 561.29%-543.8pp |
| Employer contribution / active EE | $951 | $3,615-73.7% | $3,023-68.5% | $4,660-79.6% |
| Participant deferral / active EE | $3,877 | $5,731-32.4% | $5,053-23.3% | $6,688-42.0% |
| Admin fee / account holder | $49,644 | $13,326+272.5% | $9,451+425.3% | $13,397+270.6% |