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 | $185,097 | $58,208+218.0% | $81,812+126.2% | $80,856+128.9% |
| Participation rate | 77.3% | 63.4%+13.9pp | 72.3%+4.9pp | 67.6%+9.6pp |
| Annual return | 16.94% | 41.66%-24.7pp | 773.79%-756.9pp | 35.59%-18.7pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $6,587 | $3,281+100.8% | $4,319+52.5% | $4,296+53.3% |
| Admin fee / account holder | $54,612 | $4,981+996.3% | $7,386+639.4% | $6,918+689.4% |