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 | $106,097 | $58,208+82.3% | $81,812+29.7% | $80,856+31.2% |
| Participation rate | 94.3% | 63.4%+30.9pp | 72.3%+21.9pp | 67.6%+26.6pp |
| Annual return | 12.17% | 41.66%-29.5pp | 773.79%-761.6pp | 35.59%-23.4pp |
| Employer contribution / active EE | $4,466 | $2,340+90.9% | $2,912+53.4% | $2,755+62.1% |
| Participant deferral / active EE | $10,658 | $3,281+224.9% | $4,319+146.8% | $4,296+148.1% |
| Admin fee / account holder | $4,846 | $4,981-2.7% | $7,386-34.4% | $6,918-30.0% |