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 | $114,354 | $89,753+27.4% | $107,525+6.4% | $84,808+34.8% |
| Participation rate | 93.3% | 68.1%+25.3pp | 75.1%+18.3pp | 68.3%+25.0pp |
| Annual return | 14.04% | 29.48%-15.4pp | 181.32%-167.3pp | 40.90%-26.9pp |
| Employer contribution / active EE | $6,000 | $3,113+92.7% | $3,754+59.8% | $2,631+128.1% |
| Participant deferral / active EE | $9,134 | $4,056+125.2% | $5,116+78.6% | $4,212+116.9% |
| Admin fee / account holder | $58,173 | $7,222+705.5% | $8,919+552.3% | $7,344+692.1% |