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 | $148,155 | $80,717+83.5% | $154,803-4.3% | $84,808+74.7% |
| Participation rate | 73.3% | 66.8%+6.5pp | 78.1%-4.7pp | 68.3%+5.0pp |
| Annual return | 15.58% | 37.96%-22.4pp | 58.88%-43.3pp | 40.90%-25.3pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,682 | $3,303+41.7% | $5,540-15.5% | $4,212+11.2% |
| Admin fee / account holder | $10,988 | $6,746+62.9% | $14,329-23.3% | $7,344+49.6% |