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 | $141,828 | $89,753+58.0% | $107,525+31.9% | $84,808+67.2% |
| Participation rate | 92.0% | 68.1%+23.9pp | 75.1%+16.9pp | 68.3%+23.7pp |
| Annual return | 17.49% | 29.48%-12.0pp | 181.32%-163.8pp | 40.90%-23.4pp |
| Employer contribution / active EE | $1,893 | $3,113-39.2% | $3,754-49.6% | $2,631-28.0% |
| Participant deferral / active EE | $9,685 | $4,056+138.8% | $5,116+89.3% | $4,212+130.0% |
| Admin fee / account holder | $24,023 | $7,222+232.6% | $8,919+169.4% | $7,344+227.1% |