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 | $154,580 | $68,719+124.9% | $91,541+68.9% | $84,808+82.3% |
| Participation rate | 86.4% | 64.5%+21.9pp | 69.8%+16.6pp | 68.3%+18.1pp |
| Annual return | 13.32% | 19.12%-5.8pp | 20.50%-7.2pp | 40.90%-27.6pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $2,505-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $6,757 | $3,136+115.5% | $4,008+68.6% | $4,212+60.4% |
| Admin fee / account holder | $7,576 | $5,786+30.9% | $6,956+8.9% | $7,344+3.2% |