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 | $210,863 | $148,978+41.5% | $200,582+5.1% | $84,808+148.6% |
| Participation rate | 72.2% | 84.2%-12.0pp | 86.9%-14.7pp | 68.3%+3.9pp |
| Annual return | 13.98% | 28.16%-14.2pp | 42.33%-28.4pp | 40.90%-26.9pp |
| Employer contribution / active EE | $0 | $4,815-100.0% | $6,419-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $6,641 | $7,142-7.0% | $9,331-28.8% | $4,212+57.7% |
| Admin fee / account holder | $26,188 | $13,977+87.4% | $16,305+60.6% | $7,344+256.6% |