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 | $123,786 | $105,859+16.9% | $90,160+37.3% | $147,584-16.1% |
| Participation rate | 70.8% | 79.7%-8.9pp | 76.9%-6.0pp | 82.8%-12.0pp |
| Annual return | 12.42% | 37.63%-25.2pp | 34.88%-22.5pp | 578.55%-566.1pp |
| Employer contribution / active EE | $0 | $4,126-100.0% | $3,318-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,509 | $5,733-3.9% | $5,288+4.2% | $5,439+1.3% |
| Admin fee / account holder | $12,770 | $8,046+58.7% | $5,943+114.9% | $10,885+17.3% |