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 | $121,921 | $98,750+23.5% | $149,696-18.6% | $79,858+52.7% |
| Participation rate | 83.1% | 75.8%+7.3pp | 82.5%+0.6pp | 69.6%+13.4pp |
| Annual return | 15.05% | 27.43%-12.4pp | 276.60%-261.6pp | 31.71%-16.7pp |
| Employer contribution / active EE | $1,981 | $3,216-38.4% | $4,644-57.3% | $2,471-19.8% |
| Participant deferral / active EE | $3,540 | $5,680-37.7% | $6,842-48.3% | $3,740-5.4% |
| Admin fee / account holder | $3,431 | $6,053-43.3% | $9,309-63.1% | $5,306-35.3% |