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 | $132,998 | $58,694+126.6% | $142,863-6.9% | $85,850+54.9% |
| Participation rate | 75.0% | 58.5%+16.5pp | 71.9%+3.1pp | 69.3%+5.7pp |
| Annual return | 14.41% | 27.72%-13.3pp | 5637.54%-5623.1pp | 318.53%-304.1pp |
| Employer contribution / active EE | $2,721 | $1,423+91.2% | $4,144-34.3% | $2,565+6.1% |
| Participant deferral / active EE | $3,647 | $2,607+39.9% | $3,837-5.0% | $3,952-7.7% |
| Admin fee / account holder | $9,597 | $4,239+126.4% | $6,560+46.3% | $6,260+53.3% |