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 | $121,928 | $89,753+35.8% | $107,525+13.4% | $84,808+43.8% |
| Participation rate | 84.6% | 68.1%+16.6pp | 75.1%+9.5pp | 68.3%+16.3pp |
| Annual return | 13.59% | 29.48%-15.9pp | 181.32%-167.7pp | 40.90%-27.3pp |
| Employer contribution / active EE | $2,306 | $3,113-25.9% | $3,754-38.6% | $2,631-12.3% |
| Participant deferral / active EE | $4,315 | $4,056+6.4% | $5,116-15.7% | $4,212+2.4% |
| Admin fee / account holder | $1,166 | $7,222-83.9% | $8,919-86.9% | $7,344-84.1% |