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 | $95,524 | $72,277+32.2% | $101,248-5.7% | $79,858+19.6% |
| Participation rate | 93.5% | 68.5%+25.0pp | 75.8%+17.7pp | 69.6%+23.9pp |
| Annual return | 11.85% | 22.30%-10.4pp | 46.47%-34.6pp | 31.71%-19.9pp |
| Employer contribution / active EE | $4,835 | $2,692+79.7% | $3,660+32.1% | $2,471+95.7% |
| Participant deferral / active EE | $4,925 | $3,282+50.1% | $4,370+12.7% | $3,740+31.7% |
| Admin fee / account holder | $8,265 | $4,400+87.8% | $5,945+39.0% | $5,306+55.8% |