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 | $130,552 | $89,753+45.5% | $107,525+21.4% | $84,808+53.9% |
| Participation rate | 97.4% | 68.1%+29.3pp | 75.1%+22.3pp | 68.3%+29.1pp |
| Annual return | 15.37% | 29.48%-14.1pp | 181.32%-165.9pp | 40.90%-25.5pp |
| Employer contribution / active EE | $3,087 | $3,113-0.9% | $3,754-17.8% | $2,631+17.3% |
| Participant deferral / active EE | $6,357 | $4,056+56.7% | $5,116+24.3% | $4,212+50.9% |
| Admin fee / account holder | $4,963 | $7,222-31.3% | $8,919-44.4% | $7,344-32.4% |