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 | $110,408 | $107,934+2.3% | $91,989+20.0% | $152,861-27.8% |
| Participation rate | 90.5% | 81.2%+9.3pp | 78.6%+11.8pp | 82.4%+8.0pp |
| Annual return | 22.21% | 89.24%-67.0pp | 69.02%-46.8pp | 345.32%-323.1pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,452-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,387 | $6,364-15.4% | $5,923-9.1% | $5,850-7.9% |
| Admin fee / account holder | $2,456 | $10,520-76.7% | $7,743-68.3% | $11,596-78.8% |