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 | $120,588 | $73,933+63.1% | $96,683+24.7% | $75,163+60.4% |
| Participation rate | 96.3% | 66.4%+29.9pp | 74.3%+22.0pp | 67.2%+29.1pp |
| Annual return | 18.55% | 26.70%-8.2pp | 35.69%-17.1pp | 160.62%-142.1pp |
| Employer contribution / active EE | $2,675 | $2,928-8.6% | $3,737-28.4% | $2,670+0.2% |
| Participant deferral / active EE | $4,284 | $3,659+17.1% | $4,878-12.2% | $4,125+3.9% |
| Admin fee / account holder | $2,363 | $5,216-54.7% | $6,730-64.9% | $5,651-58.2% |