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 | $173,460 | $148,978+16.4% | $200,582-13.5% | $84,808+104.5% |
| Participation rate | 70.4% | 84.2%-13.9pp | 86.9%-16.5pp | 68.3%+2.1pp |
| Annual return | 14.85% | 28.16%-13.3pp | 42.33%-27.5pp | 40.90%-26.0pp |
| Employer contribution / active EE | $0 | $4,815-100.0% | $6,419-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $7,865 | $7,142+10.1% | $9,331-15.7% | $4,212+86.7% |
| Admin fee / account holder | $14,967 | $13,977+7.1% | $16,305-8.2% | $7,344+103.8% |