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 | $111,698 | $89,753+24.5% | $107,525+3.9% | $84,808+31.7% |
| Participation rate | 79.6% | 68.1%+11.5pp | 75.1%+4.5pp | 68.3%+11.3pp |
| Annual return | 17.11% | 29.48%-12.4pp | 181.32%-164.2pp | 40.90%-23.8pp |
| Employer contribution / active EE | $2,044 | $3,113-34.3% | $3,754-45.5% | $2,631-22.3% |
| Participant deferral / active EE | $4,896 | $4,056+20.7% | $5,116-4.3% | $4,212+16.3% |
| Admin fee / account holder | $1,972 | $7,222-72.7% | $8,919-77.9% | $7,344-73.2% |