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 | $120,677 | $89,753+34.5% | $107,525+12.2% | $84,808+42.3% |
| Participation rate | 92.0% | 68.1%+23.9pp | 75.1%+16.9pp | 68.3%+23.7pp |
| Annual return | 13.63% | 29.48%-15.8pp | 181.32%-167.7pp | 40.90%-27.3pp |
| Employer contribution / active EE | $15,422 | $3,113+395.3% | $3,754+310.9% | $2,631+486.2% |
| Participant deferral / active EE | $4,246 | $4,056+4.7% | $5,116-17.0% | $4,212+0.8% |
| Admin fee / account holder | $5,836 | $7,222-19.2% | $8,919-34.6% | $7,344-20.5% |