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 | $189,473 | $109,413+73.2% | $156,263+21.3% | $84,808+123.4% |
| Participation rate | 72.0% | 72.7%-0.7pp | 78.9%-6.9pp | 68.3%+3.7pp |
| Annual return | 18.11% | 20.18%-2.1pp | 59.47%-41.4pp | 40.90%-22.8pp |
| Employer contribution / active EE | $0 | $2,907-100.0% | $4,333-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $6,325 | $4,590+37.8% | $6,158+2.7% | $4,212+50.2% |
| Admin fee / account holder | $2,156 | $9,357-77.0% | $14,255-84.9% | $7,344-70.6% |