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 | $107,298 | $63,861+68.0% | $104,607+2.6% | $79,858+34.4% |
| Participation rate | 70.0% | 64.9%+5.1pp | 74.1%-4.1pp | 69.6%+0.4pp |
| Annual return | 11.04% | 21.30%-10.3pp | 340.46%-329.4pp | 31.71%-20.7pp |
| Employer contribution / active EE | $0 | $1,588-100.0% | $2,681-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,788 | $2,693+114.9% | $3,740+54.8% | $3,740+54.7% |
| Admin fee / account holder | $47,007 | $4,185+1023.2% | $6,473+626.2% | $5,306+785.9% |