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 | $117,940 | $89,753+31.4% | $107,525+9.7% | $84,808+39.1% |
| Participation rate | 80.0% | 68.1%+11.9pp | 75.1%+4.9pp | 68.3%+11.7pp |
| Annual return | 17.58% | 29.48%-11.9pp | 181.32%-163.7pp | 40.90%-23.3pp |
| Employer contribution / active EE | $4,522 | $3,113+45.2% | $3,754+20.5% | $2,631+71.9% |
| Participant deferral / active EE | $8,431 | $4,056+107.8% | $5,116+64.8% | $4,212+100.2% |
| Admin fee / account holder | $14,073 | $7,222+94.9% | $8,919+57.8% | $7,344+91.6% |