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 | $115,354 | $83,477+38.2% | $125,175-7.8% | $72,985+58.1% |
| Participation rate | 86.1% | 73.3%+12.8pp | 79.8%+6.3pp | 69.5%+16.6pp |
| Annual return | 25.88% | 25.78%+0.1pp | 43.79%-17.9pp | 81.00%-55.1pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $3,865-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $8,865 | $3,585+147.3% | $4,937+79.6% | $3,607+145.7% |
| Admin fee / account holder | $3,048 | $5,517-44.8% | $9,702-68.6% | $5,124-40.5% |