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 | $135,376 | $89,753+50.8% | $107,525+25.9% | $84,808+59.6% |
| Participation rate | 91.9% | 68.1%+23.8pp | 75.1%+16.8pp | 68.3%+23.6pp |
| Annual return | 18.52% | 29.48%-11.0pp | 181.32%-162.8pp | 40.90%-22.4pp |
| Employer contribution / active EE | $20,804 | $3,113+568.2% | $3,754+454.3% | $2,631+690.8% |
| Participant deferral / active EE | $1,864 | $4,056-54.1% | $5,116-63.6% | $4,212-55.7% |
| Admin fee / account holder | $7,026 | $7,222-2.7% | $8,919-21.2% | $7,344-4.3% |