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 7-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 | $142,802 | $71,050+101.0% | $93,606+52.6% | $80,856+76.6% |
| Participation rate | 74.6% | 60.4%+14.2pp | 68.7%+5.9pp | 67.6%+7.0pp |
| Annual return | 18.22% | 11.26%+7.0pp | 133.20%-115.0pp | 35.59%-17.4pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,420-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $6,655 | $4,034+65.0% | $4,411+50.9% | $4,296+54.9% |
| Admin fee / account holder | $4,944 | $6,945-28.8% | $8,285-40.3% | $6,918-28.5% |