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 | $158,104 | $95,803+65.0% | $113,168+39.7% | $84,808+86.4% |
| Participation rate | 88.2% | 72.9%+15.4pp | 76.6%+11.7pp | 68.3%+19.9pp |
| Annual return | 14.23% | 25.00%-10.8pp | 24.27%-10.0pp | 40.90%-26.7pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $6,622 | $4,242+56.1% | $5,107+29.7% | $4,212+57.2% |
| Admin fee / account holder | $58,123 | $8,989+546.6% | $12,068+381.6% | $7,344+691.5% |