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 | $175,989 | $105,181+67.3% | $159,436+10.4% | $85,850+105.0% |
| Participation rate | 75.8% | 75.8%0pp | 82.8%-7.1pp | 69.3%+6.4pp |
| Annual return | 12.58% | 45.07%-32.5pp | 263.57%-251.0pp | 318.53%-305.9pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,204 | $5,945-29.3% | $7,352-42.8% | $3,952+6.4% |
| Admin fee / account holder | $1,824 | $6,933-73.7% | $10,799-83.1% | $6,260-70.9% |