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 | $215,609 | $54,705+294.1% | $71,209+202.8% | $84,808+154.2% |
| Participation rate | 74.5% | 64.1%+10.4pp | 73.8%+0.7pp | 68.3%+6.2pp |
| Annual return | 14.47% | 35.90%-21.4pp | 282.51%-268.0pp | 40.90%-26.4pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $6,060 | $3,030+100.0% | $4,175+45.1% | $4,212+43.9% |
| Admin fee / account holder | $1,468 | $4,863-69.8% | $5,349-72.6% | $7,344-80.0% |