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 | $107,397 | $93,571+14.8% | $135,903-21.0% | $75,163+42.9% |
| Participation rate | 98.9% | 75.2%+23.7pp | 81.9%+17.0pp | 67.2%+31.7pp |
| Annual return | 19.42% | 30.90%-11.5pp | 68.23%-48.8pp | 160.62%-141.2pp |
| Employer contribution / active EE | $3,796 | $3,537+7.3% | $4,856-21.8% | $2,670+42.2% |
| Participant deferral / active EE | $11,246 | $6,404+75.6% | $7,758+45.0% | $4,125+172.6% |
| Admin fee / account holder | $7,099 | $6,975+1.8% | $10,762-34.0% | $5,651+25.6% |