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 | $117,124 | $91,190+28.4% | $178,490-34.4% | $79,858+46.7% |
| Participation rate | 86.4% | 69.2%+17.2pp | 81.9%+4.5pp | 69.6%+16.8pp |
| Annual return | 13.00% | 24.19%-11.2pp | 151.07%-138.1pp | 31.71%-18.7pp |
| Employer contribution / active EE | $1,907 | $3,256-41.4% | $5,011-61.9% | $2,471-22.8% |
| Participant deferral / active EE | $3,414 | $3,236+5.5% | $5,202-34.4% | $3,740-8.7% |
| Admin fee / account holder | $11,847 | $6,751+75.5% | $13,984-15.3% | $5,306+123.3% |