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 | $95,834 | $159,602-40.0% | $150,045-36.1% | $142,382-32.7% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.3%+8.6pp | 80.1%+10.8pp |
| Annual return | 18.86% | 70.24%-51.4pp | 62.55%-43.7pp | 217.08%-198.2pp |
| Employer contribution / active EE | $6,091 | $4,961+22.8% | $4,693+29.8% | $4,299+41.7% |
| Participant deferral / active EE | $22,707 | $8,310+173.2% | $7,997+183.9% | $6,507+249.0% |
| Admin fee / account holder | $34,942 | $14,846+135.4% | $13,435+160.1% | $12,624+176.8% |