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 | $85,283 | $97,744-12.7% | $103,476-17.6% | $145,922-41.6% |
| Participation rate | 80.0% | 81.1%-1.1pp | 80.5%-0.5pp | 80.3%-0.3pp |
| Annual return | 13.78% | 25.41%-11.6pp | 23.90%-10.1pp | 561.29%-547.5pp |
| Employer contribution / active EE | $0 | $4,677-100.0% | $4,672-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $5,545 | $6,603-16.0% | $6,623-16.3% | $6,688-17.1% |
| Admin fee / account holder | $468 | $12,515-96.3% | $9,413-95.0% | $13,397-96.5% |