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 | $93,574 | $71,050+31.7% | $93,6060% | $80,856+15.7% |
| Participation rate | 84.4% | 60.4%+24.0pp | 68.7%+15.7pp | 67.6%+16.8pp |
| Annual return | 11.16% | 11.26%-0.1pp | 133.20%-122.0pp | 35.59%-24.4pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,420-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,487 | $4,034-13.5% | $4,411-21.0% | $4,296-18.8% |
| Admin fee / account holder | $15,228 | $6,945+119.3% | $8,285+83.8% | $6,918+120.1% |