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 | $97,854 | $49,227+98.8% | $70,449+38.9% | $79,858+22.5% |
| Participation rate | 93.0% | 69.2%+23.9pp | 75.1%+18.0pp | 69.6%+23.4pp |
| Annual return | 22.25% | 30.06%-7.8pp | 109.03%-86.8pp | 31.71%-9.5pp |
| Employer contribution / active EE | $0 | $2,099-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,995 | $2,768+80.5% | $3,709+34.7% | $3,740+33.5% |
| Admin fee / account holder | $1,037 | $2,878-64.0% | $3,845-73.0% | $5,306-80.5% |