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 | $125,918 | $91,190+38.1% | $178,490-29.5% | $79,858+57.7% |
| Participation rate | 91.9% | 69.2%+22.7pp | 81.9%+10.0pp | 69.6%+22.3pp |
| Annual return | 12.60% | 24.19%-11.6pp | 151.07%-138.5pp | 31.71%-19.1pp |
| Employer contribution / active EE | $2,870 | $3,256-11.9% | $5,011-42.7% | $2,471+16.1% |
| Participant deferral / active EE | $5,747 | $3,236+77.6% | $5,202+10.5% | $3,740+53.7% |
| Admin fee / account holder | $12,779 | $6,751+89.3% | $13,984-8.6% | $5,306+140.8% |