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 | $189,965 | $192,717-1.4% | $142,449+33.4% | $139,434+36.2% |
| Participation rate | 0.0% | 81.5%-81.5pp | 76.8%-76.8pp | 80.3%-80.3pp |
| Annual return | 17.14% | 17.99%-0.8pp | 19.99%-2.8pp | 372.94%-355.8pp |
| Employer contribution / active EE | $0 | $5,806-100.0% | $4,847-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $0 | $7,208-100.0% | $6,283-100.0% | $6,710-100.0% |
| Admin fee / account holder | $1,461 | $15,124-90.3% | $10,011-85.4% | $11,403-87.2% |