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 | $204,637 | $132,239+54.7% | $105,722+93.6% | $273,961-25.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 3.04% | 10.07%-7.0pp | 12.25%-9.2pp | 41.45%-38.4pp |
| Employer contribution / active EE | $0 | $4,867-100.0% | $4,079-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,294 | $6,233-31.1% | $5,326-19.4% | $5,287-18.8% |
| Admin fee / account holder | $7,017 | $12,032-41.7% | $8,308-15.5% | $10,132-30.7% |