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 7-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 | $104,419 | $80,968+29.0% | $96,544+8.2% | $75,163+38.9% |
| Participation rate | 93.2% | 71.8%+21.4pp | 76.0%+17.2pp | 67.2%+26.0pp |
| Annual return | 19.26% | 27.06%-7.8pp | 25.84%-6.6pp | 160.62%-141.4pp |
| Employer contribution / active EE | $2,292 | $2,282+0.4% | $2,965-22.7% | $2,670-14.2% |
| Participant deferral / active EE | $6,478 | $3,928+64.9% | $4,851+33.5% | $4,125+57.0% |
| Admin fee / account holder | $19,661 | $6,724+192.4% | $8,252+138.3% | $5,651+247.9% |