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 | $109,262 | $214,378-49.0% | $200,582-45.5% | $142,382-23.3% |
| Participation rate | 92.9% | 87.4%+5.4pp | 86.9%+6.0pp | 80.1%+12.7pp |
| Annual return | 13.57% | 46.41%-32.8pp | 42.33%-28.8pp | 217.08%-203.5pp |
| Employer contribution / active EE | $3,380 | $6,841-50.6% | $6,419-47.3% | $4,299-21.4% |
| Participant deferral / active EE | $4,766 | $9,865-51.7% | $9,331-48.9% | $6,507-26.8% |
| Admin fee / account holder | $16,990 | $17,692-4.0% | $16,305+4.2% | $12,624+34.6% |