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 | $131,581 | $78,422+67.8% | $95,952+37.1% | $79,858+64.8% |
| Participation rate | 97.8% | 73.5%+24.3pp | 77.1%+20.7pp | 69.6%+28.1pp |
| Annual return | 13.31% | 19.37%-6.1pp | 91.61%-78.3pp | 31.71%-18.4pp |
| Employer contribution / active EE | $5,099 | $1,945+162.2% | $2,541+100.7% | $2,471+106.4% |
| Participant deferral / active EE | $6,664 | $3,440+93.7% | $4,167+59.9% | $3,740+78.2% |
| Admin fee / account holder | $2,159 | $5,622-61.6% | $6,795-68.2% | $5,306-59.3% |