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 | $121,819 | $91,190+33.6% | $178,490-31.8% | $79,858+52.5% |
| Participation rate | 88.5% | 69.2%+19.3pp | 81.9%+6.5pp | 69.6%+18.8pp |
| Annual return | 15.06% | 24.19%-9.1pp | 151.07%-136.0pp | 31.71%-16.7pp |
| Employer contribution / active EE | $6,095 | $3,256+87.2% | $5,011+21.6% | $2,471+146.7% |
| Participant deferral / active EE | $5,368 | $3,236+65.9% | $5,202+3.2% | $3,740+43.5% |
| Admin fee / account holder | $594 | $6,751-91.2% | $13,984-95.8% | $5,306-88.8% |