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 | $103,588 | $60,022+72.6% | $88,946+16.5% | $84,808+22.1% |
| Participation rate | 73.3% | 57.8%+15.5pp | 68.8%+4.5pp | 68.3%+5.0pp |
| Annual return | 15.69% | 22.43%-6.7pp | 57.82%-42.1pp | 40.90%-25.2pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $6,069 | $3,114+94.9% | $4,581+32.5% | $4,212+44.1% |
| Admin fee / account holder | $30,315 | $4,811+530.1% | $8,261+267.0% | $7,344+312.8% |