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 | $106,459 | $91,190+16.7% | $178,490-40.4% | $79,858+33.3% |
| Participation rate | 73.0% | 69.2%+3.8pp | 81.9%-9.0pp | 69.6%+3.3pp |
| Annual return | 14.59% | 24.19%-9.6pp | 151.07%-136.5pp | 31.71%-17.1pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,290 | $3,236+1.7% | $5,202-36.7% | $3,740-12.0% |
| Admin fee / account holder | $8,883 | $6,751+31.6% | $13,984-36.5% | $5,306+67.4% |