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 | $166,124 | $117,381+41.5% | $99,443+67.1% | $152,861+8.7% |
| Participation rate | 73.9% | 77.5%-3.6pp | 73.8%+0.1pp | 82.4%-8.5pp |
| Annual return | 18.59% | 31.87%-13.3pp | 30.72%-12.1pp | 345.32%-326.7pp |
| Employer contribution / active EE | $0 | $3,013-100.0% | $2,540-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,850 | $4,086+67.6% | $3,619+89.3% | $5,850+17.1% |
| Admin fee / account holder | $3,908 | $7,631-48.8% | $6,250-37.5% | $11,596-66.3% |