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 | $128,271 | $89,753+42.9% | $107,525+19.3% | $84,808+51.2% |
| Participation rate | 83.8% | 68.1%+15.7pp | 75.1%+8.7pp | 68.3%+15.5pp |
| Annual return | 16.70% | 29.48%-12.8pp | 181.32%-164.6pp | 40.90%-24.2pp |
| Employer contribution / active EE | $2,595 | $3,113-16.6% | $3,754-30.9% | $2,631-1.4% |
| Participant deferral / active EE | $5,684 | $4,056+40.1% | $5,116+11.1% | $4,212+35.0% |
| Admin fee / account holder | $1,931 | $7,222-73.3% | $8,919-78.4% | $7,344-73.7% |