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 | $110,728 | $109,413+1.2% | $156,263-29.1% | $84,808+30.6% |
| Participation rate | 97.4% | 72.7%+24.7pp | 78.9%+18.5pp | 68.3%+29.1pp |
| Annual return | 21.18% | 20.18%+1.0pp | 59.47%-38.3pp | 40.90%-19.7pp |
| Employer contribution / active EE | $10,931 | $2,907+276.0% | $4,333+152.3% | $2,631+315.5% |
| Participant deferral / active EE | $16,881 | $4,590+267.8% | $6,158+174.1% | $4,212+300.8% |
| Admin fee / account holder | $2,954 | $9,357-68.4% | $14,255-79.3% | $7,344-59.8% |