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 | $142,619 | $98,750+44.4% | $149,696-4.7% | $79,858+78.6% |
| Participation rate | 75.0% | 75.8%-0.8pp | 82.5%-7.5pp | 69.6%+5.4pp |
| Annual return | 14.20% | 27.43%-13.2pp | 276.60%-262.4pp | 31.71%-17.5pp |
| Employer contribution / active EE | $4,568 | $3,216+42.0% | $4,644-1.6% | $2,471+84.9% |
| Participant deferral / active EE | $7,885 | $5,680+38.8% | $6,842+15.3% | $3,740+110.8% |
| Admin fee / account holder | $5,645 | $6,053-6.7% | $9,309-39.4% | $5,306+6.4% |