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 | $121,866 | $89,753+35.8% | $107,525+13.3% | $84,808+43.7% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 16.56% | 29.48%-12.9pp | 181.32%-164.8pp | 40.90%-24.3pp |
| Employer contribution / active EE | $5,721 | $3,113+83.8% | $3,754+52.4% | $2,631+117.5% |
| Participant deferral / active EE | $4,247 | $4,056+4.7% | $5,116-17.0% | $4,212+0.8% |
| Admin fee / account holder | $12,185 | $7,222+68.7% | $8,919+36.6% | $7,344+65.9% |