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 | $99,678 | $61,605+61.8% | $112,229-11.2% | $75,163+32.6% |
| Participation rate | 84.2% | 61.7%+22.5pp | 72.4%+11.8pp | 67.2%+17.0pp |
| Annual return | 14.93% | 28.47%-13.5pp | 30.20%-15.3pp | 160.62%-145.7pp |
| Employer contribution / active EE | $3,220 | $2,015+59.8% | $3,430-6.1% | $2,670+20.6% |
| Participant deferral / active EE | $8,043 | $3,108+158.8% | $4,798+67.6% | $4,125+95.0% |
| Admin fee / account holder | $1,289 | $4,862-73.5% | $7,748-83.4% | $5,651-77.2% |