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 | $101,829 | $73,933+37.7% | $96,683+5.3% | $75,163+35.5% |
| Participation rate | 95.5% | 66.4%+29.0pp | 74.3%+21.1pp | 67.2%+28.3pp |
| Annual return | 18.63% | 26.70%-8.1pp | 35.69%-17.1pp | 160.62%-142.0pp |
| Employer contribution / active EE | $5,056 | $2,928+72.7% | $3,737+35.3% | $2,670+89.4% |
| Participant deferral / active EE | $10,398 | $3,659+184.2% | $4,878+113.1% | $4,125+152.1% |
| Admin fee / account holder | $6,558 | $5,216+25.7% | $6,730-2.6% | $5,651+16.1% |