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 4-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 | $134,548 | $89,753+49.9% | $107,525+25.1% | $84,808+58.7% |
| Participation rate | 75.9% | 68.1%+7.9pp | 75.1%+0.9pp | 68.3%+7.6pp |
| Annual return | 21.49% | 29.48%-8.0pp | 181.32%-159.8pp | 40.90%-19.4pp |
| Employer contribution / active EE | $7,290 | $3,113+134.1% | $3,754+94.2% | $2,631+177.1% |
| Participant deferral / active EE | $4,820 | $4,056+18.8% | $5,116-5.8% | $4,212+14.4% |
| Admin fee / account holder | $9,258 | $7,222+28.2% | $8,919+3.8% | $7,344+26.1% |