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 | $114,147 | $49,227+131.9% | $70,449+62.0% | $79,858+42.9% |
| Participation rate | 85.3% | 69.2%+16.1pp | 75.1%+10.2pp | 69.6%+15.7pp |
| Annual return | 14.22% | 30.06%-15.8pp | 109.03%-94.8pp | 31.71%-17.5pp |
| Employer contribution / active EE | $1,140 | $2,099-45.7% | $2,737-58.3% | $2,471-53.9% |
| Participant deferral / active EE | $6,974 | $2,768+152.0% | $3,709+88.1% | $3,740+86.5% |
| Admin fee / account holder | $383 | $2,878-86.7% | $3,845-90.0% | $5,306-92.8% |