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 | $130,528 | $89,753+45.4% | $107,525+21.4% | $84,808+53.9% |
| Participation rate | 82.5% | 68.1%+14.4pp | 75.1%+7.4pp | 68.3%+14.2pp |
| Annual return | 19.18% | 29.48%-10.3pp | 181.32%-162.1pp | 40.90%-21.7pp |
| Employer contribution / active EE | $4,006 | $3,113+28.7% | $3,754+6.7% | $2,631+52.3% |
| Participant deferral / active EE | $6,013 | $4,056+48.3% | $5,116+17.5% | $4,212+42.8% |
| Admin fee / account holder | $1,751 | $7,222-75.8% | $8,919-80.4% | $7,344-76.2% |