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 | $102,047 | $85,006+20.0% | $76,190+33.9% | $145,922-30.1% |
| Participation rate | 77.3% | 82.9%-5.6pp | 79.3%-2.0pp | 80.3%-3.0pp |
| Annual return | 15.49% | 13.11%+2.4pp | 13.78%+1.7pp | 561.29%-545.8pp |
| Employer contribution / active EE | $5,522 | $5,265+4.9% | $4,578+20.6% | $4,660+18.5% |
| Participant deferral / active EE | $0 | $6,392-100.0% | $5,474-100.0% | $6,688-100.0% |
| Admin fee / account holder | $34,944 | $5,760+506.7% | $5,123+582.1% | $13,397+160.8% |