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 | $135,548 | $81,208+66.9% | $98,907+37.0% | $79,858+69.7% |
| Participation rate | 95.0% | 72.5%+22.5pp | 76.0%+19.0pp | 69.6%+25.4pp |
| Annual return | 13.42% | 60.99%-47.6pp | 196.43%-183.0pp | 31.71%-18.3pp |
| Employer contribution / active EE | $1,619 | $1,960-17.4% | $2,689-39.8% | $2,471-34.5% |
| Participant deferral / active EE | $3,926 | $3,265+20.2% | $4,244-7.5% | $3,740+5.0% |
| Admin fee / account holder | $4,090 | $6,013-32.0% | $6,642-38.4% | $5,306-22.9% |