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 | $140,791 | $94,625+48.8% | $116,228+21.1% | $84,808+66.0% |
| Participation rate | 94.4% | 70.4%+24.0pp | 74.6%+19.9pp | 68.3%+26.1pp |
| Annual return | 20.70% | 20.40%+0.3pp | 90.06%-69.4pp | 40.90%-20.2pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,994-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $8,956 | $3,972+125.5% | $4,953+80.8% | $4,212+112.6% |
| Admin fee / account holder | $6,464 | $10,091-35.9% | $11,989-46.1% | $7,344-12.0% |