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 | $191,174 | $89,753+113.0% | $107,525+77.8% | $84,808+125.4% |
| Participation rate | 98.7% | 68.1%+30.7pp | 75.1%+23.7pp | 68.3%+30.4pp |
| Annual return | 16.21% | 29.48%-13.3pp | 181.32%-165.1pp | 40.90%-24.7pp |
| Employer contribution / active EE | $4,337 | $3,113+39.3% | $3,754+15.5% | $2,631+64.8% |
| Participant deferral / active EE | $8,286 | $4,056+104.3% | $5,116+62.0% | $4,212+96.7% |
| Admin fee / account holder | $9,873 | $7,222+36.7% | $8,919+10.7% | $7,344+34.4% |