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 | $119,906 | $77,899+53.9% | $149,673-19.9% | $75,163+59.5% |
| Participation rate | 77.4% | 65.6%+11.8pp | 78.8%-1.3pp | 67.2%+10.2pp |
| Annual return | 19.30% | 31.72%-12.4pp | 134.42%-115.1pp | 160.62%-141.3pp |
| Employer contribution / active EE | $2,419 | $3,137-22.9% | $4,818-49.8% | $2,670-9.4% |
| Participant deferral / active EE | $4,623 | $3,411+35.5% | $5,680-18.6% | $4,125+12.1% |
| Admin fee / account holder | $3,579 | $5,956-39.9% | $13,210-72.9% | $5,651-36.7% |