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 | $114,770 | $89,355+28.4% | $141,162-18.7% | $72,985+57.3% |
| Participation rate | 75.0% | 75.1%-0.1pp | 82.5%-7.5pp | 69.5%+5.5pp |
| Annual return | 21.49% | 111.85%-90.4pp | 71.39%-49.9pp | 81.00%-59.5pp |
| Employer contribution / active EE | $1,935 | $3,114-37.9% | $4,735-59.1% | $2,440-20.7% |
| Participant deferral / active EE | $4,598 | $5,418-15.1% | $6,709-31.5% | $3,607+27.5% |
| Admin fee / account holder | $5,573 | $5,958-6.5% | $10,261-45.7% | $5,124+8.8% |