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 | $109,860 | $85,022+29.2% | $70,515+55.8% | $139,434-21.2% |
| Participation rate | 88.9% | 73.9%+15.0pp | 68.3%+20.5pp | 80.3%+8.6pp |
| Annual return | 14.44% | 30.38%-15.9pp | 32.77%-18.3pp | 372.94%-358.5pp |
| Employer contribution / active EE | $0 | $3,909-100.0% | $2,973-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,630 | $5,890-72.3% | $4,567-64.3% | $6,710-75.7% |
| Admin fee / account holder | $14,928 | $8,906+67.6% | $6,412+132.8% | $11,403+30.9% |