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 5-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 | $102,510 | $109,881-6.7% | $150,045-31.7% | $84,808+20.9% |
| Participation rate | 80.0% | 76.1%+3.9pp | 82.3%-2.3pp | 68.3%+11.7pp |
| Annual return | 17.22% | 28.25%-11.0pp | 62.55%-45.3pp | 40.90%-23.7pp |
| Employer contribution / active EE | $6,753 | $3,561+89.6% | $4,693+43.9% | $2,631+156.7% |
| Participant deferral / active EE | $10,542 | $6,636+58.9% | $7,997+31.8% | $4,212+150.3% |
| Admin fee / account holder | $12,528 | $8,568+46.2% | $13,435-6.8% | $7,344+70.6% |