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 | $128,778 | $91,190+41.2% | $178,490-27.9% | $79,858+61.3% |
| Participation rate | 87.9% | 69.2%+18.7pp | 81.9%+6.0pp | 69.6%+18.2pp |
| Annual return | 19.17% | 24.19%-5.0pp | 151.07%-131.9pp | 31.71%-12.5pp |
| Employer contribution / active EE | $2,769 | $3,256-14.9% | $5,011-44.7% | $2,471+12.1% |
| Participant deferral / active EE | $3,975 | $3,236+22.8% | $5,202-23.6% | $3,740+6.3% |
| Admin fee / account holder | $9,295 | $6,751+37.7% | $13,984-33.5% | $5,306+75.2% |