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 | $139,567 | $110,257+26.6% | $96,544+44.6% | $139,434+0.1% |
| Participation rate | 94.1% | 78.1%+16.0pp | 76.0%+18.2pp | 80.3%+13.8pp |
| Annual return | 13.26% | 26.32%-13.1pp | 25.84%-12.6pp | 372.94%-359.7pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,895 | $5,548-47.8% | $4,851-40.3% | $6,710-56.9% |
| Admin fee / account holder | $59,622 | $11,591+414.4% | $8,252+622.5% | $11,403+422.9% |