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 | $130,908 | $89,753+45.9% | $107,525+21.7% | $84,808+54.4% |
| Participation rate | 98.5% | 68.1%+30.4pp | 75.1%+23.4pp | 68.3%+30.2pp |
| Annual return | 17.02% | 29.48%-12.5pp | 181.32%-164.3pp | 40.90%-23.9pp |
| Employer contribution / active EE | $5,988 | $3,113+92.3% | $3,754+59.5% | $2,631+127.6% |
| Participant deferral / active EE | $6,830 | $4,056+68.4% | $5,116+33.5% | $4,212+62.2% |
| Admin fee / account holder | $6,931 | $7,222-4.0% | $8,919-22.3% | $7,344-5.6% |