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 | $139,392 | $89,753+55.3% | $107,525+29.6% | $84,808+64.4% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 19.54% | 29.48%-9.9pp | 181.32%-161.8pp | 40.90%-21.4pp |
| Employer contribution / active EE | $5,086 | $3,113+63.3% | $3,754+35.5% | $2,631+93.3% |
| Participant deferral / active EE | $3,916 | $4,056-3.5% | $5,116-23.5% | $4,212-7.0% |
| Admin fee / account holder | $10,164 | $7,222+40.7% | $8,919+14.0% | $7,344+38.4% |