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 5-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 | $116,850 | $89,753+30.2% | $107,525+8.7% | $84,808+37.8% |
| Participation rate | 97.3% | 68.1%+29.2pp | 75.1%+22.2pp | 68.3%+29.0pp |
| Annual return | 23.12% | 29.48%-6.4pp | 181.32%-158.2pp | 40.90%-17.8pp |
| Employer contribution / active EE | $7,812 | $3,113+150.9% | $3,754+108.1% | $2,631+196.9% |
| Participant deferral / active EE | $0 | $4,056-100.0% | $5,116-100.0% | $4,212-100.0% |
| Admin fee / account holder | $2,752 | $7,222-61.9% | $8,919-69.1% | $7,344-62.5% |