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 | $128,848 | $99,079+30.0% | $77,999+65.2% | $273,961-53.0% |
| Participation rate | 87.5% | 78.6%+8.9pp | 75.5%+12.0pp | 83.0%+4.5pp |
| Annual return | 5.49% | 217.93%-212.4pp | 425.96%-420.5pp | 41.45%-36.0pp |
| Employer contribution / active EE | $1,050 | $3,308-68.3% | $2,470-57.5% | $4,869-78.4% |
| Participant deferral / active EE | $2,568 | $4,306-40.4% | $3,497-26.6% | $5,287-51.4% |
| Admin fee / account holder | $6,277 | $8,954-29.9% | $5,480+14.5% | $10,132-38.1% |