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 | $123,619 | $58,927+109.8% | $76,817+60.9% | $72,985+69.4% |
| Participation rate | 87.5% | 67.3%+20.2pp | 72.1%+15.4pp | 69.5%+18.0pp |
| Annual return | 24.98% | 2305.64%-2280.7pp | 1166.11%-1141.1pp | 81.00%-56.0pp |
| Employer contribution / active EE | $987 | $1,787-44.8% | $2,302-57.1% | $2,440-59.6% |
| Participant deferral / active EE | $4,390 | $2,690+63.2% | $3,336+31.6% | $3,607+21.7% |
| Admin fee / account holder | $2,272 | $4,013-43.4% | $6,420-64.6% | $5,124-55.7% |