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 | $118,023 | $81,208+45.3% | $98,907+19.3% | $79,858+47.8% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 13.65% | 60.99%-47.3pp | 196.43%-182.8pp | 31.71%-18.1pp |
| Employer contribution / active EE | $5,504 | $1,960+180.8% | $2,689+104.7% | $2,471+122.7% |
| Participant deferral / active EE | $5,878 | $3,265+80.0% | $4,244+38.5% | $3,740+57.2% |
| Admin fee / account holder | $8,139 | $6,013+35.4% | $6,642+22.5% | $5,306+53.4% |