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 | $116,321 | $84,696+37.3% | $75,696+53.7% | $167,490-30.6% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.8%+0.2pp | 82.1%-7.1pp |
| Annual return | 11.16% | 199.36%-188.2pp | 104.53%-93.4pp | 478.56%-467.4pp |
| Employer contribution / active EE | $0 | $3,230-100.0% | $2,743-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $7,839 | $4,580+71.2% | $3,821+105.1% | $6,341+23.6% |
| Admin fee / account holder | $4,335 | $5,355-19.0% | $3,619+19.8% | $12,309-64.8% |