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 | $119,404 | $78,422+52.3% | $95,952+24.4% | $79,858+49.5% |
| Participation rate | 82.4% | 73.5%+8.9pp | 77.1%+5.3pp | 69.6%+12.7pp |
| Annual return | 10.84% | 19.37%-8.5pp | 91.61%-80.8pp | 31.71%-20.9pp |
| Employer contribution / active EE | $1,901 | $1,945-2.3% | $2,541-25.2% | $2,471-23.1% |
| Participant deferral / active EE | $6,292 | $3,440+82.9% | $4,167+51.0% | $3,740+68.2% |
| Admin fee / account holder | $2,207 | $5,622-60.7% | $6,795-67.5% | $5,306-58.4% |