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 | $130,345 | $106,515+22.4% | $96,683+34.8% | $139,434-6.5% |
| Participation rate | 83.3% | 77.8%+5.5pp | 74.3%+9.0pp | 80.3%+3.0pp |
| Annual return | 10.95% | 38.43%-27.5pp | 35.69%-24.7pp | 372.94%-362.0pp |
| Employer contribution / active EE | $0 | $4,103-100.0% | $3,737-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $6,741 | $5,454+23.6% | $4,878+38.2% | $6,710+0.5% |
| Admin fee / account holder | $18,055 | $7,877+129.2% | $6,730+168.3% | $11,403+58.3% |