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 | $204,393 | $86,929+135.1% | $102,423+99.6% | $80,856+152.8% |
| Participation rate | 93.6% | 72.4%+21.2pp | 76.5%+17.1pp | 67.6%+26.0pp |
| Annual return | 13.06% | 18.88%-5.8pp | 29.32%-16.3pp | 35.59%-22.5pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $6,781 | $4,118+64.7% | $5,053+34.2% | $4,296+57.9% |
| Admin fee / account holder | $23,059 | $8,049+186.5% | $9,451+144.0% | $6,918+233.3% |