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 | $140,794 | $78,422+79.5% | $95,952+46.7% | $79,858+76.3% |
| Participation rate | 87.5% | 73.5%+14.0pp | 77.1%+10.4pp | 69.6%+17.9pp |
| Annual return | 20.05% | 19.37%+0.7pp | 91.61%-71.6pp | 31.71%-11.7pp |
| Employer contribution / active EE | $1,214 | $1,945-37.6% | $2,541-52.2% | $2,471-50.9% |
| Participant deferral / active EE | $3,718 | $3,440+8.1% | $4,167-10.8% | $3,740-0.6% |
| Admin fee / account holder | $3,281 | $5,622-41.6% | $6,795-51.7% | $5,306-38.2% |