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 | $102,174 | $125,758-18.8% | $169,993-39.9% | $75,163+35.9% |
| Participation rate | 92.0% | 83.6%+8.4pp | 87.0%+5.0pp | 67.2%+24.8pp |
| Annual return | 25.45% | 27.20%-1.7pp | 53.37%-27.9pp | 160.62%-135.2pp |
| Employer contribution / active EE | $1,606 | $4,615-65.2% | $6,785-76.3% | $2,670-39.8% |
| Participant deferral / active EE | $4,704 | $6,837-31.2% | $10,408-54.8% | $4,125+14.0% |
| Admin fee / account holder | $1,993 | $8,173-75.6% | $12,815-84.5% | $5,651-64.7% |