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 | $113,427 | $73,933+53.4% | $96,683+17.3% | $75,163+50.9% |
| Participation rate | 96.4% | 66.4%+29.9pp | 74.3%+22.0pp | 67.2%+29.2pp |
| Annual return | 16.36% | 26.70%-10.3pp | 35.69%-19.3pp | 160.62%-144.3pp |
| Employer contribution / active EE | $5,125 | $2,928+75.1% | $3,737+37.2% | $2,670+92.0% |
| Participant deferral / active EE | $7,523 | $3,659+105.6% | $4,878+54.2% | $4,125+82.4% |
| Admin fee / account holder | $5,609 | $5,216+7.5% | $6,730-16.7% | $5,651-0.7% |