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 | $119,372 | $180,028-33.7% | $138,135-13.6% | $158,922-24.9% |
| Participation rate | 88.9% | 82.2%+6.7pp | 78.7%+10.2pp | 82.0%+6.9pp |
| Annual return | 6.52% | 21.68%-15.2pp | 20.51%-14.0pp | 302.83%-296.3pp |
| Employer contribution / active EE | $0 | $7,470-100.0% | $5,587-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $6,681 | $7,717-13.4% | $6,431+3.9% | $5,982+11.7% |
| Admin fee / account holder | $6,507 | $17,912-63.7% | $11,856-45.1% | $11,246-42.1% |