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 | $87,937 | $158,817-44.6% | $121,196-27.4% | $135,375-35.0% |
| Participation rate | 79.2% | 79.3%-0.1pp | 71.7%+7.4pp | 82.6%-3.5pp |
| Annual return | 18.08% | -0.64%+18.7pp | 16.93%+1.1pp | 519.73%-501.7pp |
| Employer contribution / active EE | $0 | $5,665-100.0% | $4,022-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,994 | $4,005-0.3% | $3,344+19.4% | $5,609-28.8% |
| Admin fee / account holder | $1,383 | $6,512-78.8% | $5,019-72.4% | $10,827-87.2% |