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 9-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 | $95,567 | $94,625+1.0% | $116,228-17.8% | $84,808+12.7% |
| Participation rate | 72.7% | 70.4%+2.3pp | 74.6%-1.8pp | 68.3%+4.4pp |
| Annual return | 19.75% | 20.40%-0.7pp | 90.06%-70.3pp | 40.90%-21.2pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,994-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $6,390 | $3,972+60.9% | $4,953+29.0% | $4,212+51.7% |
| Admin fee / account holder | $5,407 | $10,091-46.4% | $11,989-54.9% | $7,344-26.4% |