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 | $116,647 | $64,324+81.3% | $118,925-1.9% | $79,858+46.1% |
| Participation rate | 90.9% | 64.9%+26.1pp | 75.4%+15.5pp | 69.6%+21.3pp |
| Annual return | 14.02% | 86.45%-72.4pp | 35.88%-21.9pp | 31.71%-17.7pp |
| Employer contribution / active EE | $3,311 | $1,836+80.3% | $3,263+1.5% | $2,471+34.0% |
| Participant deferral / active EE | $4,348 | $2,824+54.0% | $4,265+1.9% | $3,740+16.2% |
| Admin fee / account holder | $8,279 | $4,040+104.9% | $6,581+25.8% | $5,306+56.0% |