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 | $124,914 | $817,678-84.7% | $392,568-68.2% | $152,861-18.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.1%+21.9pp | 82.4%+17.6pp |
| Annual return | 16.45% | 22.84%-6.4pp | 24.42%-8.0pp | 345.32%-328.9pp |
| Employer contribution / active EE | $0 | $5,502-100.0% | $3,783-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $25,750 | $8,398+206.6% | $5,985+330.2% | $5,850+340.2% |
| Admin fee / account holder | $17,258 | $12,095+42.7% | $6,260+175.7% | $11,596+48.8% |