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 | $114,915 | $65,041+76.7% | $90,951+26.3% | $79,858+43.9% |
| Participation rate | 81.3% | 61.6%+19.6pp | 69.0%+12.2pp | 69.6%+11.6pp |
| Annual return | 14.12% | 30.45%-16.3pp | 134.60%-120.5pp | 31.71%-17.6pp |
| Employer contribution / active EE | $2,846 | $1,247+128.2% | $2,122+34.1% | $2,471+15.2% |
| Participant deferral / active EE | $3,934 | $2,512+56.6% | $3,373+16.6% | $3,740+5.2% |
| Admin fee / account holder | $3,970 | $4,536-12.5% | $5,959-33.4% | $5,306-25.2% |