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 | $103,572 | $73,933+40.1% | $96,683+7.1% | $75,163+37.8% |
| Participation rate | 83.9% | 66.4%+17.4pp | 74.3%+9.5pp | 67.2%+16.7pp |
| Annual return | 13.63% | 26.70%-13.1pp | 35.69%-22.1pp | 160.62%-147.0pp |
| Employer contribution / active EE | $2,158 | $2,928-26.3% | $3,737-42.2% | $2,670-19.2% |
| Participant deferral / active EE | $5,839 | $3,659+59.6% | $4,878+19.7% | $4,125+41.5% |
| Admin fee / account holder | $13,149 | $5,216+152.1% | $6,730+95.4% | $5,651+132.7% |