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 | $140,179 | $65,041+115.5% | $90,951+54.1% | $79,858+75.5% |
| Participation rate | 91.2% | 61.6%+29.6pp | 69.0%+22.2pp | 69.6%+21.6pp |
| Annual return | 16.05% | 30.45%-14.4pp | 134.60%-118.5pp | 31.71%-15.7pp |
| Employer contribution / active EE | $1,094 | $1,247-12.3% | $2,122-48.4% | $2,471-55.7% |
| Participant deferral / active EE | $5,264 | $2,512+109.6% | $3,373+56.1% | $3,740+40.8% |
| Admin fee / account holder | $2,170 | $4,536-52.2% | $5,959-63.6% | $5,306-59.1% |