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 | $118,893 | $91,190+30.4% | $178,490-33.4% | $79,858+48.9% |
| Participation rate | 95.4% | 69.2%+26.2pp | 81.9%+13.5pp | 69.6%+25.8pp |
| Annual return | 20.25% | 24.19%-3.9pp | 151.07%-130.8pp | 31.71%-11.5pp |
| Employer contribution / active EE | $5,319 | $3,256+63.4% | $5,011+6.2% | $2,471+115.3% |
| Participant deferral / active EE | $6,220 | $3,236+92.2% | $5,202+19.6% | $3,740+66.3% |
| Admin fee / account holder | $2,253 | $6,751-66.6% | $13,984-83.9% | $5,306-57.5% |