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 | $99,211 | $91,190+8.8% | $178,490-44.4% | $79,858+24.2% |
| Participation rate | 82.8% | 69.2%+13.6pp | 81.9%+0.8pp | 69.6%+13.1pp |
| Annual return | 10.69% | 24.19%-13.5pp | 151.07%-140.4pp | 31.71%-21.0pp |
| Employer contribution / active EE | $1,719 | $3,256-47.2% | $5,011-65.7% | $2,471-30.4% |
| Participant deferral / active EE | $4,566 | $3,236+41.1% | $5,202-12.2% | $3,740+22.1% |
| Admin fee / account holder | $17,650 | $6,751+161.4% | $13,984+26.2% | $5,306+232.6% |