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 | $120,829 | $67,411+79.2% | $91,001+32.8% | $70,131+72.3% |
| Participation rate | 84.6% | 71.4%+13.3pp | 75.6%+9.0pp | 69.5%+15.1pp |
| Annual return | 20.73% | -40.16%+60.9pp | 4.60%+16.1pp | 73.14%-52.4pp |
| Employer contribution / active EE | $2,684 | $1,786+50.3% | $2,456+9.3% | $2,342+14.6% |
| Participant deferral / active EE | $4,575 | $2,823+62.1% | $3,547+29.0% | $3,332+37.3% |
| Admin fee / account holder | $16,294 | $4,236+284.6% | $5,417+200.8% | $4,645+250.8% |