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 | $129,496 | $91,190+42.0% | $178,490-27.4% | $79,858+62.2% |
| Participation rate | 93.9% | 69.2%+24.7pp | 81.9%+12.0pp | 69.6%+24.3pp |
| Annual return | 14.71% | 24.19%-9.5pp | 151.07%-136.4pp | 31.71%-17.0pp |
| Employer contribution / active EE | $6,985 | $3,256+114.5% | $5,011+39.4% | $2,471+182.7% |
| Participant deferral / active EE | $10,574 | $3,236+226.7% | $5,202+103.3% | $3,740+182.7% |
| Admin fee / account holder | $5,018 | $6,751-25.7% | $13,984-64.1% | $5,306-5.4% |