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 | $141,170 | $89,355+58.0% | $141,1620% | $72,985+93.4% |
| Participation rate | 70.2% | 75.1%-4.9pp | 82.5%-12.3pp | 69.5%+0.7pp |
| Annual return | 22.81% | 111.85%-89.0pp | 71.39%-48.6pp | 81.00%-58.2pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $7,004 | $5,418+29.3% | $6,709+4.4% | $3,607+94.2% |
| Admin fee / account holder | $2,692 | $5,958-54.8% | $10,261-73.8% | $5,124-47.5% |