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 | $153,234 | $80,717+89.8% | $154,803-1.0% | $84,808+80.7% |
| Participation rate | 73.7% | 66.8%+6.9pp | 78.1%-4.4pp | 68.3%+5.4pp |
| Annual return | 15.88% | 37.96%-22.1pp | 58.88%-43.0pp | 40.90%-25.0pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $11,513 | $3,303+248.6% | $5,540+107.8% | $4,212+173.4% |
| Admin fee / account holder | $5,849 | $6,746-13.3% | $14,329-59.2% | $7,344-20.4% |