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 | $116,455 | $53,777+116.6% | $134,143-13.2% | $79,858+45.8% |
| Participation rate | 75.8% | 58.8%+17.0pp | 72.2%+3.6pp | 69.6%+6.1pp |
| Annual return | 19.82% | 19.01%+0.8pp | 36.33%-16.5pp | 31.71%-11.9pp |
| Employer contribution / active EE | $0 | $1,321-100.0% | $3,704-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $7,849 | $2,420+224.3% | $3,499+124.3% | $3,740+109.9% |
| Admin fee / account holder | $871 | $3,984-78.1% | $6,684-87.0% | $5,306-83.6% |