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 | $133,039 | $89,753+48.2% | $107,525+23.7% | $84,808+56.9% |
| Participation rate | 88.0% | 68.1%+19.9pp | 75.1%+12.9pp | 68.3%+19.7pp |
| Annual return | 17.76% | 29.48%-11.7pp | 181.32%-163.6pp | 40.90%-23.1pp |
| Employer contribution / active EE | $5,271 | $3,113+69.3% | $3,754+40.4% | $2,631+100.3% |
| Participant deferral / active EE | $10,867 | $4,056+167.9% | $5,116+112.4% | $4,212+158.0% |
| Admin fee / account holder | $6,721 | $7,222-6.9% | $8,919-24.6% | $7,344-8.5% |