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 | $114,629 | $57,016+101.0% | $84,966+34.9% | $80,856+41.8% |
| Participation rate | 72.2% | 56.3%+15.9pp | 67.5%+4.7pp | 67.6%+4.6pp |
| Annual return | 14.01% | 21.66%-7.6pp | 66.38%-52.4pp | 35.59%-21.6pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $2,727-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,425 | $3,110+10.2% | $4,519-24.2% | $4,296-20.3% |
| Admin fee / account holder | $1,911 | $4,980-61.6% | $6,149-68.9% | $6,918-72.4% |