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 | $121,435 | $121,625-0.2% | $104,607+16.1% | $158,922-23.6% |
| Participation rate | 70.0% | 77.5%-7.5pp | 74.1%-4.1pp | 82.0%-12.0pp |
| Annual return | 14.64% | 465.26%-450.6pp | 340.46%-325.8pp | 302.83%-288.2pp |
| Employer contribution / active EE | $0 | $3,163-100.0% | $2,681-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $6,502 | $4,177+55.6% | $3,740+73.9% | $5,982+8.7% |
| Admin fee / account holder | $17,524 | $7,787+125.1% | $6,473+170.7% | $11,246+55.8% |