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 | $122,446 | $70,428+73.9% | $96,562+26.8% | $85,850+42.6% |
| Participation rate | 80.6% | 61.8%+18.8pp | 69.8%+10.8pp | 69.3%+11.3pp |
| Annual return | 20.49% | 18.59%+1.9pp | 37.78%-17.3pp | 318.53%-298.0pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,356-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,298 | $2,894+14.0% | $3,849-14.3% | $3,952-16.5% |
| Admin fee / account holder | $20,671 | $4,997+313.7% | $6,181+234.4% | $6,260+230.2% |