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 4-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 | $88,242 | $109,881-19.7% | $150,045-41.2% | $84,808+4.1% |
| Participation rate | 85.4% | 76.1%+9.3pp | 82.3%+3.0pp | 68.3%+17.1pp |
| Annual return | 23.97% | 28.25%-4.3pp | 62.55%-38.6pp | 40.90%-16.9pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $30,900 | $6,636+365.6% | $7,997+286.4% | $4,212+633.7% |
| Admin fee / account holder | $22,049 | $8,568+157.3% | $13,435+64.1% | $7,344+200.2% |