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 | $148,841 | $48,364+207.8% | $71,796+107.3% | $62,891+136.7% |
| Participation rate | 84.8% | 60.6%+24.2pp | 69.1%+15.7pp | 69.3%+15.5pp |
| Annual return | 8.57% | 13.16%-4.6pp | 78.04%-69.5pp | 20.14%-11.6pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,983 | $2,091-5.2% | $2,794-29.0% | $3,203-38.1% |
| Admin fee / account holder | $5,184 | $3,771+37.5% | $4,815+7.7% | $4,296+20.7% |