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 | $128,108 | $89,753+42.7% | $107,525+19.1% | $84,808+51.1% |
| Participation rate | 87.3% | 68.1%+19.2pp | 75.1%+12.2pp | 68.3%+19.0pp |
| Annual return | 14.07% | 29.48%-15.4pp | 181.32%-167.2pp | 40.90%-26.8pp |
| Employer contribution / active EE | $1,843 | $3,113-40.8% | $3,754-50.9% | $2,631-30.0% |
| Participant deferral / active EE | $9,314 | $4,056+129.6% | $5,116+82.1% | $4,212+121.2% |
| Admin fee / account holder | $23,672 | $7,222+227.8% | $8,919+165.4% | $7,344+222.3% |