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 | $121,053 | $65,365+85.2% | $92,893+30.3% | $72,985+65.9% |
| Participation rate | 89.7% | 68.3%+21.3pp | 76.0%+13.7pp | 69.5%+20.2pp |
| Annual return | 21.40% | 42.10%-20.7pp | 109.41%-88.0pp | 81.00%-59.6pp |
| Employer contribution / active EE | $1,794 | $2,594-30.9% | $3,653-50.9% | $2,440-26.5% |
| Participant deferral / active EE | $2,690 | $3,128-14.0% | $4,236-36.5% | $3,607-25.4% |
| Admin fee / account holder | $3,741 | $4,251-12.0% | $5,794-35.4% | $5,124-27.0% |