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 | $122,887 | $89,355+37.5% | $141,162-12.9% | $72,985+68.4% |
| Participation rate | 82.5% | 75.1%+7.4pp | 82.5%0pp | 69.5%+13.0pp |
| Annual return | 22.50% | 111.85%-89.4pp | 71.39%-48.9pp | 81.00%-58.5pp |
| Employer contribution / active EE | $2,560 | $3,114-17.8% | $4,735-45.9% | $2,440+4.9% |
| Participant deferral / active EE | $5,823 | $5,418+7.5% | $6,709-13.2% | $3,607+61.4% |
| Admin fee / account holder | $1,528 | $5,958-74.4% | $10,261-85.1% | $5,124-70.2% |