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 4-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 | $127,263 | $89,753+41.8% | $107,525+18.4% | $84,808+50.1% |
| Participation rate | 97.2% | 68.1%+29.2pp | 75.1%+22.1pp | 68.3%+28.9pp |
| Annual return | 14.52% | 29.48%-15.0pp | 181.32%-166.8pp | 40.90%-26.4pp |
| Employer contribution / active EE | $5,435 | $3,113+74.6% | $3,754+44.8% | $2,631+106.6% |
| Participant deferral / active EE | $7,031 | $4,056+73.4% | $5,116+37.4% | $4,212+67.0% |
| Admin fee / account holder | $1,639 | $7,222-77.3% | $8,919-81.6% | $7,344-77.7% |