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 | $95,337 | $135,952-29.9% | $123,892-23.0% | $273,961-65.2% |
| Participation rate | 73.3% | 84.1%-10.7pp | 81.4%-8.1pp | 83.0%-9.7pp |
| Annual return | 6.66% | 56.63%-50.0pp | 47.52%-40.9pp | 41.45%-34.8pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,589 | $6,343-11.9% | $5,984-6.6% | $5,287+5.7% |
| Admin fee / account holder | $604 | $9,817-93.9% | $8,357-92.8% | $10,132-94.0% |