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 | $100,561 | $80,968+24.2% | $96,544+4.2% | $75,163+33.8% |
| Participation rate | 84.0% | 71.8%+12.2pp | 76.0%+8.0pp | 67.2%+16.8pp |
| Annual return | 17.27% | 27.06%-9.8pp | 25.84%-8.6pp | 160.62%-143.4pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,261 | $3,928+8.5% | $4,851-12.2% | $4,125+3.3% |
| Admin fee / account holder | $2,960 | $6,724-56.0% | $8,252-64.1% | $5,651-47.6% |