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 | $144,367 | $64,839+122.7% | $95,585+51.0% | $84,808+70.2% |
| Participation rate | 95.9% | 63.8%+32.1pp | 72.1%+23.8pp | 68.3%+27.6pp |
| Annual return | 13.54% | -670.96%+684.5pp | 38.56%-25.0pp | 40.90%-27.4pp |
| Employer contribution / active EE | $1,337 | $1,759-24.0% | $2,527-47.1% | $2,631-49.2% |
| Participant deferral / active EE | $6,174 | $2,965+108.2% | $4,023+53.5% | $4,212+46.6% |
| Admin fee / account holder | $2,180 | $5,964-63.5% | $6,127-64.4% | $7,344-70.3% |