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 | $117,093 | $89,753+30.5% | $107,525+8.9% | $84,808+38.1% |
| Participation rate | 97.8% | 68.1%+29.8pp | 75.1%+22.8pp | 68.3%+29.5pp |
| Annual return | 15.48% | 29.48%-14.0pp | 181.32%-165.8pp | 40.90%-25.4pp |
| Employer contribution / active EE | $5,285 | $3,113+69.7% | $3,754+40.8% | $2,631+100.9% |
| Participant deferral / active EE | $7,208 | $4,056+77.7% | $5,116+40.9% | $4,212+71.2% |
| Admin fee / account holder | $3,228 | $7,222-55.3% | $8,919-63.8% | $7,344-56.0% |