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 | $127,304 | $89,753+41.8% | $107,525+18.4% | $84,808+50.1% |
| Participation rate | 77.6% | 68.1%+9.5pp | 75.1%+2.5pp | 68.3%+9.2pp |
| Annual return | 13.28% | 29.48%-16.2pp | 181.32%-168.0pp | 40.90%-27.6pp |
| Employer contribution / active EE | $4,853 | $3,113+55.9% | $3,754+29.3% | $2,631+84.4% |
| Participant deferral / active EE | $4,842 | $4,056+19.4% | $5,116-5.4% | $4,212+15.0% |
| Admin fee / account holder | $29,154 | $7,222+303.7% | $8,919+226.9% | $7,344+297.0% |