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 | $123,165 | $77,634+58.6% | $156,549-21.3% | $62,891+95.8% |
| Participation rate | 96.8% | 71.2%+25.6pp | 84.0%+12.8pp | 69.3%+27.5pp |
| Annual return | 6.45% | 50.32%-43.9pp | 32.23%-25.8pp | 20.14%-13.7pp |
| Employer contribution / active EE | $4,104 | $3,444+19.2% | $5,501-25.4% | $2,281+79.9% |
| Participant deferral / active EE | $3,335 | $3,045+9.5% | $4,871-31.5% | $3,203+4.1% |
| Admin fee / account holder | $769 | $5,561-86.2% | $13,027-94.1% | $4,296-82.1% |