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 | $90,385 | $113,016-20.0% | $103,476-12.7% | $74,495+21.3% |
| Participation rate | 94.0% | 80.8%+13.2pp | 80.5%+13.5pp | 67.2%+26.8pp |
| Annual return | 15.28% | 23.24%-8.0pp | 23.90%-8.6pp | 1364.94%-1349.7pp |
| Employer contribution / active EE | $0 | $4,881-100.0% | $4,672-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $7,255 | $7,279-0.3% | $6,623+9.5% | $4,346+66.9% |
| Admin fee / account holder | $9,711 | $1,709+468.3% | $9,413+3.2% | $1,942+400.1% |