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 | $107,386 | $109,881-2.3% | $150,045-28.4% | $84,808+26.6% |
| Participation rate | 74.7% | 76.1%-1.4pp | 82.3%-7.7pp | 68.3%+6.4pp |
| Annual return | 17.22% | 28.25%-11.0pp | 62.55%-45.3pp | 40.90%-23.7pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $6,334 | $6,636-4.5% | $7,997-20.8% | $4,212+50.4% |
| Admin fee / account holder | $7,916 | $8,568-7.6% | $13,435-41.1% | $7,344+7.8% |