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 | $208,820 | $91,538+128.1% | $129,995+60.6% | $75,163+177.8% |
| Participation rate | 73.0% | 71.4%+1.5pp | 78.5%-5.5pp | 67.2%+5.8pp |
| Annual return | 31.22% | -631.11%+662.3pp | -137.18%+168.4pp | 160.62%-129.4pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,320-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,733 | $4,341-37.0% | $5,820-53.0% | $4,125-33.7% |
| Admin fee / account holder | $3,583 | $6,790-47.2% | $10,614-66.2% | $5,651-36.6% |