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 | $128,209 | $73,933+73.4% | $96,683+32.6% | $75,163+70.6% |
| Participation rate | 93.5% | 66.4%+27.1pp | 74.3%+19.1pp | 67.2%+26.3pp |
| Annual return | 19.55% | 26.70%-7.2pp | 35.69%-16.1pp | 160.62%-141.1pp |
| Employer contribution / active EE | $0 | $2,928-100.0% | $3,737-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $10,583 | $3,659+189.3% | $4,878+117.0% | $4,125+156.6% |
| Admin fee / account holder | $3,419 | $5,216-34.5% | $6,730-49.2% | $5,651-39.5% |