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 | $112,113 | $58,208+92.6% | $81,812+37.0% | $80,856+38.7% |
| Participation rate | 96.2% | 63.4%+32.7pp | 72.3%+23.8pp | 67.6%+28.5pp |
| Annual return | 16.73% | 41.66%-24.9pp | 773.79%-757.1pp | 35.59%-18.9pp |
| Employer contribution / active EE | $1,892 | $2,340-19.2% | $2,912-35.0% | $2,755-31.3% |
| Participant deferral / active EE | $2,787 | $3,281-15.1% | $4,319-35.5% | $4,296-35.1% |
| Admin fee / account holder | $3,721 | $4,981-25.3% | $7,386-49.6% | $6,918-46.2% |