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 | $117,217 | $65,041+80.2% | $90,951+28.9% | $79,858+46.8% |
| Participation rate | 98.5% | 61.6%+36.9pp | 69.0%+29.5pp | 69.6%+28.8pp |
| Annual return | 14.07% | 30.45%-16.4pp | 134.60%-120.5pp | 31.71%-17.6pp |
| Employer contribution / active EE | $1,448 | $1,247+16.1% | $2,122-31.8% | $2,471-41.4% |
| Participant deferral / active EE | $4,346 | $2,512+73.0% | $3,373+28.8% | $3,740+16.2% |
| Admin fee / account holder | $524 | $4,536-88.4% | $5,959-91.2% | $5,306-90.1% |