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 | $122,623 | $81,208+51.0% | $98,907+24.0% | $79,858+53.6% |
| Participation rate | 77.8% | 72.5%+5.3pp | 76.0%+1.8pp | 69.6%+8.1pp |
| Annual return | 12.66% | 60.99%-48.3pp | 196.43%-183.8pp | 31.71%-19.1pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,194 | $3,265+59.1% | $4,244+22.4% | $3,740+38.9% |
| Admin fee / account holder | $1,552 | $6,013-74.2% | $6,642-76.6% | $5,306-70.8% |