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 6-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 | $112,965 | $214,378-47.3% | $200,582-43.7% | $142,382-20.7% |
| Participation rate | 88.9% | 87.4%+1.5pp | 86.9%+2.0pp | 80.1%+8.8pp |
| Annual return | 20.71% | 46.41%-25.7pp | 42.33%-21.6pp | 217.08%-196.4pp |
| Employer contribution / active EE | $8,552 | $6,841+25.0% | $6,419+33.2% | $4,299+98.9% |
| Participant deferral / active EE | $12,669 | $9,865+28.4% | $9,331+35.8% | $6,507+94.7% |
| Admin fee / account holder | $25,296 | $17,692+43.0% | $16,305+55.1% | $12,624+100.4% |