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 | $141,470 | $123,793+14.3% | $177,821-20.4% | $79,858+77.2% |
| Participation rate | 83.7% | 84.7%-1.0pp | 87.7%-4.0pp | 69.6%+14.0pp |
| Annual return | 18.37% | 22.82%-4.4pp | 48.32%-29.9pp | 31.71%-13.3pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,918-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $13,194 | $5,956+121.5% | $7,714+71.0% | $3,740+252.8% |
| Admin fee / account holder | $5,827 | $7,243-19.5% | $12,427-53.1% | $5,306+9.8% |