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 | $114,723 | $86,286+33.0% | $111,297+3.1% | $85,850+33.6% |
| Participation rate | 93.2% | 73.3%+19.9pp | 77.3%+15.9pp | 69.3%+23.9pp |
| Annual return | 13.84% | 19.99%-6.1pp | 54.65%-40.8pp | 318.53%-304.7pp |
| Employer contribution / active EE | $2,136 | $2,043+4.5% | $2,731-21.8% | $2,565-16.7% |
| Participant deferral / active EE | $3,531 | $3,641-3.0% | $4,487-21.3% | $3,952-10.7% |
| Admin fee / account holder | $1,709 | $8,188-79.1% | $7,964-78.5% | $6,260-72.7% |