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 | $96,244 | $72,492+32.8% | $87,100+10.5% | $72,985+31.9% |
| Participation rate | 98.4% | 72.8%+25.5pp | 76.9%+21.5pp | 69.5%+28.9pp |
| Annual return | 19.69% | 24.46%-4.8pp | 28.19%-8.5pp | 81.00%-61.3pp |
| Employer contribution / active EE | $3,262 | $1,894+72.3% | $2,521+29.4% | $2,440+33.7% |
| Participant deferral / active EE | $3,391 | $3,270+3.7% | $4,049-16.2% | $3,607-6.0% |
| Admin fee / account holder | $2,480 | $5,055-50.9% | $7,497-66.9% | $5,124-51.6% |