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 | $141,818 | $109,881+29.1% | $150,045-5.5% | $84,808+67.2% |
| Participation rate | 77.6% | 76.1%+1.5pp | 82.3%-4.8pp | 68.3%+9.2pp |
| Annual return | 16.77% | 28.25%-11.5pp | 62.55%-45.8pp | 40.90%-24.1pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $7,990 | $6,636+20.4% | $7,997-0.1% | $4,212+89.7% |
| Admin fee / account holder | $29,894 | $8,568+248.9% | $13,435+122.5% | $7,344+307.1% |