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 | $94,789 | $109,359-13.3% | $162,163-41.5% | $72,985+29.9% |
| Participation rate | 97.6% | 84.3%+13.4pp | 87.6%+10.1pp | 69.5%+28.1pp |
| Annual return | 29.48% | 25.46%+4.0pp | 115.59%-86.1pp | 81.00%-51.5pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,614-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,889 | $5,481-10.8% | $7,298-33.0% | $3,607+35.5% |
| Admin fee / account holder | $9,015 | $7,972+13.1% | $10,843-16.9% | $5,124+75.9% |