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 3-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 | $123,360 | $89,753+37.4% | $107,525+14.7% | $84,808+45.5% |
| Participation rate | 78.9% | 68.1%+10.9pp | 75.1%+3.9pp | 68.3%+10.6pp |
| Annual return | 16.24% | 29.48%-13.2pp | 181.32%-165.1pp | 40.90%-24.7pp |
| Employer contribution / active EE | $1,728 | $3,113-44.5% | $3,754-54.0% | $2,631-34.3% |
| Participant deferral / active EE | $7,743 | $4,056+90.9% | $5,116+51.4% | $4,212+83.8% |
| Admin fee / account holder | $12,003 | $7,222+66.2% | $8,919+34.6% | $7,344+63.4% |