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 | $160,321 | $72,492+121.2% | $87,100+84.1% | $72,985+119.7% |
| Participation rate | 70.6% | 72.8%-2.2pp | 76.9%-6.3pp | 69.5%+1.1pp |
| Annual return | 20.96% | 24.46%-3.5pp | 28.19%-7.2pp | 81.00%-60.0pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $8,343 | $3,270+155.2% | $4,049+106.1% | $3,607+131.3% |
| Admin fee / account holder | $10,857 | $5,055+114.8% | $7,497+44.8% | $5,124+111.9% |