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 | $116,076 | $109,881+5.6% | $150,045-22.6% | $84,808+36.9% |
| Participation rate | 83.9% | 76.1%+7.8pp | 82.3%+1.6pp | 68.3%+15.6pp |
| Annual return | 20.88% | 28.25%-7.4pp | 62.55%-41.7pp | 40.90%-20.0pp |
| Employer contribution / active EE | $2,578 | $3,561-27.6% | $4,693-45.1% | $2,631-2.0% |
| Participant deferral / active EE | $14,019 | $6,636+111.3% | $7,997+75.3% | $4,212+232.9% |
| Admin fee / account holder | $18,173 | $8,568+112.1% | $13,435+35.3% | $7,344+147.5% |