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 | $121,988 | $57,016+114.0% | $84,966+43.6% | $80,856+50.9% |
| Participation rate | 82.9% | 56.3%+26.5pp | 67.5%+15.4pp | 67.6%+15.2pp |
| Annual return | 14.29% | 21.66%-7.4pp | 66.38%-52.1pp | 35.59%-21.3pp |
| Employer contribution / active EE | $3,384 | $1,798+88.2% | $2,727+24.1% | $2,755+22.8% |
| Participant deferral / active EE | $14,082 | $3,110+352.9% | $4,519+211.6% | $4,296+227.8% |
| Admin fee / account holder | $27,619 | $4,980+454.6% | $6,149+349.2% | $6,918+299.2% |