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 | $158,597 | $80,968+95.9% | $96,544+64.3% | $75,163+111.0% |
| Participation rate | 87.8% | 71.8%+16.0pp | 76.0%+11.8pp | 67.2%+20.6pp |
| Annual return | 16.67% | 27.06%-10.4pp | 25.84%-9.2pp | 160.62%-143.9pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $5,233 | $3,928+33.2% | $4,851+7.9% | $4,125+26.9% |
| Admin fee / account holder | $3,328 | $6,724-50.5% | $8,252-59.7% | $5,651-41.1% |