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 | $148,178 | $227,396-34.8% | $442,409-66.5% | $116,875+26.8% |
| Participation rate | 94.4% | 85.7%+8.7pp | 88.0%+6.4pp | 74.5%+19.9pp |
| Annual return | 17.39% | 16.35%+1.0pp | 90.53%-73.1pp | 16.29%+1.1pp |
| Employer contribution / active EE | $17,415 | $5,244+232.1% | $7,697+126.3% | $3,288+429.7% |
| Participant deferral / active EE | $0 | $7,352-100.0% | $7,555-100.0% | $3,885-100.0% |
| Admin fee / account holder | $5,311 | $16,310-67.4% | $51,603-89.7% | $12,263-56.7% |