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 | $127,467 | $172,478-26.1% | $145,661-12.5% | $142,382-10.5% |
| Participation rate | 93.3% | 80.1%+13.2pp | 77.2%+16.1pp | 80.1%+13.2pp |
| Annual return | 18.22% | 151.09%-132.9pp | 101.46%-83.2pp | 217.08%-198.9pp |
| Employer contribution / active EE | $0 | $4,899-100.0% | $4,238-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $5,301 | $8,348-36.5% | $7,198-26.4% | $6,507-18.5% |
| Admin fee / account holder | $5,564 | $16,864-67.0% | $12,466-55.4% | $12,624-55.9% |