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 | $134,459 | $109,881+22.4% | $150,045-10.4% | $84,808+58.5% |
| Participation rate | 70.1% | 76.1%-5.9pp | 82.3%-12.2pp | 68.3%+1.8pp |
| Annual return | 53.53% | 28.25%+25.3pp | 62.55%-9.0pp | 40.90%+12.6pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $10,026 | $6,636+51.1% | $7,997+25.4% | $4,212+138.1% |
| Admin fee / account holder | $29,035 | $8,568+238.9% | $13,435+116.1% | $7,344+295.4% |