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 | $99,217 | $148,978-33.4% | $200,582-50.5% | $84,808+17.0% |
| Participation rate | 74.5% | 84.2%-9.8pp | 86.9%-12.4pp | 68.3%+6.2pp |
| Annual return | 13.70% | 28.16%-14.5pp | 42.33%-28.6pp | 40.90%-27.2pp |
| Employer contribution / active EE | $0 | $4,815-100.0% | $6,419-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $13,899 | $7,142+94.6% | $9,331+48.9% | $4,212+230.0% |
| Admin fee / account holder | $7,958 | $13,977-43.1% | $16,305-51.2% | $7,344+8.4% |