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 | $115,651 | $93,571+23.6% | $135,903-14.9% | $75,163+53.9% |
| Participation rate | 91.5% | 75.2%+16.3pp | 81.9%+9.6pp | 67.2%+24.3pp |
| Annual return | 17.37% | 30.90%-13.5pp | 68.23%-50.9pp | 160.62%-143.3pp |
| Employer contribution / active EE | $6,816 | $3,537+92.7% | $4,856+40.4% | $2,670+155.3% |
| Participant deferral / active EE | $8,843 | $6,404+38.1% | $7,758+14.0% | $4,125+114.4% |
| Admin fee / account holder | $2,767 | $6,975-60.3% | $10,762-74.3% | $5,651-51.0% |