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 | $148,330 | $89,753+65.3% | $107,525+37.9% | $84,808+74.9% |
| Participation rate | 93.5% | 68.1%+25.5pp | 75.1%+18.5pp | 68.3%+25.2pp |
| Annual return | 14.82% | 29.48%-14.7pp | 181.32%-166.5pp | 40.90%-26.1pp |
| Employer contribution / active EE | $5,243 | $3,113+68.4% | $3,754+39.7% | $2,631+99.3% |
| Participant deferral / active EE | $2,729 | $4,056-32.7% | $5,116-46.7% | $4,212-35.2% |
| Admin fee / account holder | $3,235 | $7,222-55.2% | $8,919-63.7% | $7,344-55.9% |