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 | $113,022 | $54,705+106.6% | $71,209+58.7% | $84,808+33.3% |
| Participation rate | 94.3% | 64.1%+30.2pp | 73.8%+20.5pp | 68.3%+26.0pp |
| Annual return | 18.05% | 35.90%-17.9pp | 282.51%-264.5pp | 40.90%-22.9pp |
| Employer contribution / active EE | $5,702 | $2,158+164.2% | $2,721+109.6% | $2,631+116.7% |
| Participant deferral / active EE | $4,432 | $3,030+46.3% | $4,175+6.2% | $4,212+5.2% |
| Admin fee / account holder | $6,259 | $4,863+28.7% | $5,349+17.0% | $7,344-14.8% |