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 9-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 | $69,933 | $45,073+55.2% | $69,455+0.7% | $72,985-4.2% |
| Participation rate | 90.5% | 68.5%+22.0pp | 74.6%+15.9pp | 69.5%+21.0pp |
| Annual return | 18.83% | 22.65%-3.8pp | 28.97%-10.1pp | 81.00%-62.2pp |
| Employer contribution / active EE | $0 | $2,054-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,711 | $2,602+157.9% | $3,535+89.8% | $3,607+86.0% |
| Admin fee / account holder | $5,807 | $3,056+90.0% | $3,839+51.2% | $5,124+13.3% |