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 | $140,080 | $63,355+121.1% | $91,989+52.3% | $72,985+91.9% |
| Participation rate | 84.8% | 72.5%+12.3pp | 78.6%+6.2pp | 69.5%+15.4pp |
| Annual return | 21.63% | 35.35%-13.7pp | 69.02%-47.4pp | 81.00%-59.4pp |
| Employer contribution / active EE | $1,008 | $2,116-52.4% | $3,452-70.8% | $2,440-58.7% |
| Participant deferral / active EE | $2,218 | $4,883-54.6% | $5,923-62.6% | $3,607-38.5% |
| Admin fee / account holder | $17,977 | $4,668+285.1% | $7,743+132.2% | $5,124+250.8% |