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 | $201,921 | $80,717+150.2% | $154,803+30.4% | $84,808+138.1% |
| Participation rate | 84.4% | 66.8%+17.6pp | 78.1%+6.4pp | 68.3%+16.1pp |
| Annual return | 13.13% | 37.96%-24.8pp | 58.88%-45.8pp | 40.90%-27.8pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $7,452 | $3,303+125.6% | $5,540+34.5% | $4,212+76.9% |
| Admin fee / account holder | $10,982 | $6,746+62.8% | $14,329-23.4% | $7,344+49.5% |