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 | $123,064 | $89,753+37.1% | $107,525+14.5% | $84,808+45.1% |
| Participation rate | 83.1% | 68.1%+15.0pp | 75.1%+8.0pp | 68.3%+14.8pp |
| Annual return | 18.39% | 29.48%-11.1pp | 181.32%-162.9pp | 40.90%-22.5pp |
| Employer contribution / active EE | $2,345 | $3,113-24.7% | $3,754-37.5% | $2,631-10.9% |
| Participant deferral / active EE | $7,713 | $4,056+90.1% | $5,116+50.8% | $4,212+83.1% |
| Admin fee / account holder | $23,132 | $7,222+220.3% | $8,919+159.4% | $7,344+215.0% |