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 | $81,113 | $65,365+24.1% | $92,893-12.7% | $72,985+11.1% |
| Participation rate | 97.1% | 68.3%+28.8pp | 76.0%+21.1pp | 69.5%+27.7pp |
| Annual return | 20.91% | 42.10%-21.2pp | 109.41%-88.5pp | 81.00%-60.1pp |
| Employer contribution / active EE | $2,598 | $2,594+0.1% | $3,653-28.9% | $2,440+6.5% |
| Participant deferral / active EE | $4,931 | $3,128+57.6% | $4,236+16.4% | $3,607+36.7% |
| Admin fee / account holder | $9,438 | $4,251+122.0% | $5,794+62.9% | $5,124+84.2% |