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 | $132,410 | $89,753+47.5% | $107,525+23.1% | $84,808+56.1% |
| Participation rate | 94.1% | 68.1%+26.1pp | 75.1%+19.0pp | 68.3%+25.8pp |
| Annual return | 36.34% | 29.48%+6.9pp | 181.32%-145.0pp | 40.90%-4.6pp |
| Employer contribution / active EE | $3,881 | $3,113+24.6% | $3,754+3.4% | $2,631+47.5% |
| Participant deferral / active EE | $6,263 | $4,056+54.4% | $5,116+22.4% | $4,212+48.7% |
| Admin fee / account holder | $21,338 | $7,222+195.5% | $8,919+139.3% | $7,344+190.6% |