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 | $121,496 | $52,279+132.4% | $89,391+35.9% | $79,858+52.1% |
| Participation rate | 77.3% | 57.5%+19.7pp | 68.0%+9.3pp | 69.6%+7.6pp |
| Annual return | 22.16% | 22.16%0pp | 245.62%-223.5pp | 31.71%-9.6pp |
| Employer contribution / active EE | $965 | $1,572-38.6% | $2,586-62.7% | $2,471-60.9% |
| Participant deferral / active EE | $3,775 | $2,740+37.7% | $3,890-3.0% | $3,740+0.9% |
| Admin fee / account holder | $2,940 | $3,356-12.4% | $4,881-39.8% | $5,306-44.6% |