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 | $130,779 | $48,795+168.0% | $65,493+99.7% | $84,808+54.2% |
| Participation rate | 93.2% | 67.0%+26.2pp | 73.1%+20.1pp | 68.3%+24.9pp |
| Annual return | 14.14% | 20.20%-6.1pp | 982.45%-968.3pp | 40.90%-26.8pp |
| Employer contribution / active EE | $1,942 | $1,930+0.7% | $2,574-24.5% | $2,631-26.2% |
| Participant deferral / active EE | $5,493 | $2,928+87.6% | $3,961+38.7% | $4,212+30.4% |
| Admin fee / account holder | $4,396 | $3,877+13.4% | $5,028-12.6% | $7,344-40.1% |