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 | $120,322 | $89,753+34.1% | $107,525+11.9% | $84,808+41.9% |
| Participation rate | 97.3% | 68.1%+29.2pp | 75.1%+22.2pp | 68.3%+28.9pp |
| Annual return | 17.60% | 29.48%-11.9pp | 181.32%-163.7pp | 40.90%-23.3pp |
| Employer contribution / active EE | $4,696 | $3,113+50.8% | $3,754+25.1% | $2,631+78.5% |
| Participant deferral / active EE | $7,616 | $4,056+87.8% | $5,116+48.9% | $4,212+80.8% |
| Admin fee / account holder | $7,710 | $7,222+6.8% | $8,919-13.6% | $7,344+5.0% |