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 | $81,190 | $72,012+12.7% | $185,823-56.3% | $79,858+1.7% |
| Participation rate | 91.9% | 65.8%+26.1pp | 78.0%+13.9pp | 69.6%+22.3pp |
| Annual return | 42.88% | 23.12%+19.8pp | 35.95%+6.9pp | 31.71%+11.2pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,617 | $3,779+75.1% | $5,632+17.5% | $3,740+76.9% |
| Admin fee / account holder | $6,289 | $4,513+39.4% | $9,500-33.8% | $5,306+18.5% |