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 | $134,811 | $80,968+66.5% | $96,544+39.6% | $75,163+79.4% |
| Participation rate | 93.2% | 71.8%+21.4pp | 76.0%+17.2pp | 67.2%+26.0pp |
| Annual return | 15.09% | 27.06%-12.0pp | 25.84%-10.8pp | 160.62%-145.5pp |
| Employer contribution / active EE | $1,758 | $2,282-23.0% | $2,965-40.7% | $2,670-34.2% |
| Participant deferral / active EE | $4,884 | $3,928+24.3% | $4,851+0.7% | $4,125+18.4% |
| Admin fee / account holder | $23,098 | $6,724+243.5% | $8,252+179.9% | $5,651+308.7% |