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 | $177,326 | $104,974+68.9% | $95,585+85.5% | $142,382+24.5% |
| Participation rate | 90.0% | 75.0%+15.0pp | 72.1%+17.9pp | 80.1%+9.9pp |
| Annual return | 16.24% | 210.33%-194.1pp | 38.56%-22.3pp | 217.08%-200.8pp |
| Employer contribution / active EE | $0 | $2,779-100.0% | $2,527-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,459 | $4,352-43.5% | $4,023-38.9% | $6,507-62.2% |
| Admin fee / account holder | $47,408 | $6,386+642.4% | $6,127+673.7% | $12,624+275.5% |