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 | $95,048 | $165,335-42.5% | $149,696-36.5% | $158,922-40.2% |
| Participation rate | 91.7% | 84.6%+7.1pp | 82.5%+9.2pp | 82.0%+9.7pp |
| Annual return | 9.12% | 348.15%-339.0pp | 276.60%-267.5pp | 302.83%-293.7pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,644-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $13,706 | $7,181+90.9% | $6,842+100.3% | $5,982+129.1% |
| Admin fee / account holder | $2,232 | $10,807-79.3% | $9,309-76.0% | $11,246-80.2% |