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 8-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 | $112,456 | $94,625+18.8% | $116,228-3.2% | $84,808+32.6% |
| Participation rate | 70.2% | 70.4%-0.2pp | 74.6%-4.3pp | 68.3%+1.9pp |
| Annual return | 13.37% | 20.40%-7.0pp | 90.06%-76.7pp | 40.90%-27.5pp |
| Employer contribution / active EE | $3,604 | $2,347+53.6% | $2,994+20.3% | $2,631+37.0% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $4,953-100.0% | $4,212-100.0% |
| Admin fee / account holder | $10,585 | $10,091+4.9% | $11,989-11.7% | $7,344+44.1% |