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 | $118,165 | $86,286+36.9% | $111,297+6.2% | $85,850+37.6% |
| Participation rate | 82.4% | 73.3%+9.0pp | 77.3%+5.0pp | 69.3%+13.0pp |
| Annual return | 29.23% | 19.99%+9.2pp | 54.65%-25.4pp | 318.53%-289.3pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,419 | $3,641-6.1% | $4,487-23.8% | $3,952-13.5% |
| Admin fee / account holder | $1,301 | $8,188-84.1% | $7,964-83.7% | $6,260-79.2% |