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 | $136,891 | $89,753+52.5% | $107,525+27.3% | $84,808+61.4% |
| Participation rate | 85.2% | 68.1%+17.1pp | 75.1%+10.1pp | 68.3%+16.9pp |
| Annual return | 21.22% | 29.48%-8.3pp | 181.32%-160.1pp | 40.90%-19.7pp |
| Employer contribution / active EE | $11,051 | $3,113+254.9% | $3,754+194.4% | $2,631+320.0% |
| Participant deferral / active EE | $8,421 | $4,056+107.6% | $5,116+64.6% | $4,212+99.9% |
| Admin fee / account holder | $2,364 | $7,222-67.3% | $8,919-73.5% | $7,344-67.8% |