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 | $115,225 | $106,584+8.1% | $101,326+13.7% | $142,382-19.1% |
| Participation rate | 94.7% | 82.7%+12.0pp | 81.5%+13.2pp | 80.1%+14.6pp |
| Annual return | 16.96% | 36.93%-20.0pp | 36.82%-19.9pp | 217.08%-200.1pp |
| Employer contribution / active EE | $5,955 | $3,956+50.5% | $3,665+62.5% | $4,299+38.5% |
| Participant deferral / active EE | $13,192 | $8,297+59.0% | $7,994+65.0% | $6,507+102.7% |
| Admin fee / account holder | $2,370 | $11,446-79.3% | $11,185-78.8% | $12,624-81.2% |