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 | $104,076 | $132,049-21.2% | $200,582-48.1% | $74,304+40.1% |
| Participation rate | 96.3% | 84.1%+12.3pp | 86.9%+9.4pp | 60.3%+36.0pp |
| Annual return | 19.92% | 22.22%-2.3pp | 42.33%-22.4pp | 29.43%-9.5pp |
| Employer contribution / active EE | $0 | $4,558-100.0% | $6,419-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $6,605 | $7,213-8.4% | $9,331-29.2% | $3,767+75.3% |
| Admin fee / account holder | $14,521 | $2,405+503.9% | $16,305-10.9% | $2,969+389.1% |