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 | $127,282 | $89,753+41.8% | $107,525+18.4% | $84,808+50.1% |
| Participation rate | 97.6% | 68.1%+29.6pp | 75.1%+22.5pp | 68.3%+29.3pp |
| Annual return | 14.01% | 29.48%-15.5pp | 181.32%-167.3pp | 40.90%-26.9pp |
| Employer contribution / active EE | $8,289 | $3,113+166.2% | $3,754+120.8% | $2,631+215.1% |
| Participant deferral / active EE | $4,392 | $4,056+8.3% | $5,116-14.1% | $4,212+4.3% |
| Admin fee / account holder | $2,941 | $7,222-59.3% | $8,919-67.0% | $7,344-60.0% |