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 | $135,434 | $67,411+100.9% | $91,001+48.8% | $70,131+93.1% |
| Participation rate | 85.3% | 71.4%+13.9pp | 75.6%+9.7pp | 69.5%+15.8pp |
| Annual return | 14.72% | -40.16%+54.9pp | 4.60%+10.1pp | 73.14%-58.4pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,751 | $2,823+32.9% | $3,547+5.7% | $3,332+12.6% |
| Admin fee / account holder | $8,368 | $4,236+97.5% | $5,417+54.5% | $4,645+80.1% |