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 | $143,034 | $109,413+30.7% | $156,263-8.5% | $84,808+68.7% |
| Participation rate | 92.0% | 72.7%+19.3pp | 78.9%+13.1pp | 68.3%+23.7pp |
| Annual return | 29.93% | 20.18%+9.8pp | 59.47%-29.5pp | 40.90%-11.0pp |
| Employer contribution / active EE | $0 | $2,907-100.0% | $4,333-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $8,342 | $4,590+81.8% | $6,158+35.5% | $4,212+98.1% |
| Admin fee / account holder | $12,190 | $9,357+30.3% | $14,255-14.5% | $7,344+66.0% |