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 | $110,825 | $54,762+102.4% | $90,281+22.8% | $72,985+51.8% |
| Participation rate | 96.8% | 65.1%+31.6pp | 73.3%+23.5pp | 69.5%+27.3pp |
| Annual return | 19.59% | 30.63%-11.0pp | 78.10%-58.5pp | 81.00%-61.4pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,571 | $2,887+23.7% | $3,885-8.1% | $3,607-1.0% |
| Admin fee / account holder | $18,778 | $3,972+372.8% | $5,351+250.9% | $5,124+266.5% |