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 8-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 | $128,212 | $89,753+42.8% | $107,525+19.2% | $84,808+51.2% |
| Participation rate | 88.6% | 68.1%+20.5pp | 75.1%+13.5pp | 68.3%+20.3pp |
| Annual return | 15.51% | 29.48%-14.0pp | 181.32%-165.8pp | 40.90%-25.4pp |
| Employer contribution / active EE | $7,964 | $3,113+155.8% | $3,754+112.2% | $2,631+202.7% |
| Participant deferral / active EE | $6,410 | $4,056+58.0% | $5,116+25.3% | $4,212+52.2% |
| Admin fee / account holder | $13,560 | $7,222+87.8% | $8,919+52.0% | $7,344+84.6% |