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 5-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 | $116,028 | $210,648-44.9% | $177,989-34.8% | $145,922-20.5% |
| Participation rate | 91.7% | 80.8%+10.9pp | 77.1%+14.6pp | 80.3%+11.4pp |
| Annual return | 20.86% | 385.86%-365.0pp | 294.48%-273.6pp | 561.29%-540.4pp |
| Employer contribution / active EE | $10,866 | $4,565+138.1% | $3,949+175.2% | $4,660+133.2% |
| Participant deferral / active EE | $17,507 | $6,958+151.6% | $6,276+179.0% | $6,688+161.8% |
| Admin fee / account holder | $9,566 | $12,013-20.4% | $10,363-7.7% | $13,397-28.6% |