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 | $68,856 | $111,301-38.1% | $112,977-39.1% | $158,922-56.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.6%+17.4pp | 82.0%+18.0pp |
| Annual return | 13.00% | 26.40%-13.4pp | 24.24%-11.2pp | 302.83%-289.8pp |
| Employer contribution / active EE | $4,469 | $4,471-0.1% | $4,255+5.0% | $4,761-6.1% |
| Participant deferral / active EE | $0 | $5,880-100.0% | $5,836-100.0% | $5,982-100.0% |
| Admin fee / account holder | $8,162 | $8,392-2.7% | $6,294+29.7% | $11,246-27.4% |