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 7-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 | $102,034 | $89,753+13.7% | $107,525-5.1% | $84,808+20.3% |
| Participation rate | 80.8% | 68.1%+12.7pp | 75.1%+5.7pp | 68.3%+12.5pp |
| Annual return | 20.02% | 29.48%-9.5pp | 181.32%-161.3pp | 40.90%-20.9pp |
| Employer contribution / active EE | $7,458 | $3,113+139.5% | $3,754+98.7% | $2,631+183.5% |
| Participant deferral / active EE | $5,769 | $4,056+42.2% | $5,116+12.8% | $4,212+37.0% |
| Admin fee / account holder | $3,905 | $7,222-45.9% | $8,919-56.2% | $7,344-46.8% |