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 | $149,526 | $78,705+90.0% | $117,854+26.9% | $70,131+113.2% |
| Participation rate | 79.6% | 73.2%+6.4pp | 79.7%-0.1pp | 69.5%+10.1pp |
| Annual return | 13.15% | 23.30%-10.1pp | 335.08%-321.9pp | 73.14%-60.0pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $5,926 | $3,297+79.7% | $4,482+32.2% | $3,332+77.9% |
| Admin fee / account holder | $9,711 | $5,065+91.7% | $8,020+21.1% | $4,645+109.1% |