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 | $104,230 | $109,881-5.1% | $150,045-30.5% | $84,808+22.9% |
| Participation rate | 75.9% | 76.1%-0.2pp | 82.3%-6.4pp | 68.3%+7.6pp |
| Annual return | 15.25% | 28.25%-13.0pp | 62.55%-47.3pp | 40.90%-25.6pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $5,240 | $6,636-21.0% | $7,997-34.5% | $4,212+24.4% |
| Admin fee / account holder | $12,713 | $8,568+48.4% | $13,435-5.4% | $7,344+73.1% |