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 | $124,287 | $89,753+38.5% | $107,525+15.6% | $84,808+46.6% |
| Participation rate | 93.6% | 68.1%+25.5pp | 75.1%+18.5pp | 68.3%+25.3pp |
| Annual return | 13.40% | 29.48%-16.1pp | 181.32%-167.9pp | 40.90%-27.5pp |
| Employer contribution / active EE | $6,052 | $3,113+94.4% | $3,754+61.2% | $2,631+130.0% |
| Participant deferral / active EE | $4,993 | $4,056+23.1% | $5,116-2.4% | $4,212+18.6% |
| Admin fee / account holder | $5,824 | $7,222-19.4% | $8,919-34.7% | $7,344-20.7% |