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 | $118,411 | $91,190+29.9% | $178,490-33.7% | $79,858+48.3% |
| Participation rate | 98.7% | 69.2%+29.5pp | 81.9%+16.8pp | 69.6%+29.1pp |
| Annual return | 12.61% | 24.19%-11.6pp | 151.07%-138.5pp | 31.71%-19.1pp |
| Employer contribution / active EE | $8,878 | $3,256+172.7% | $5,011+77.2% | $2,471+259.3% |
| Participant deferral / active EE | $5,918 | $3,236+82.9% | $5,202+13.8% | $3,740+58.2% |
| Admin fee / account holder | $3,234 | $6,751-52.1% | $13,984-76.9% | $5,306-39.1% |