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 | $67,907 | $76,367-11.1% | $93,606-27.5% | $72,985-7.0% |
| Participation rate | 70.9% | 71.7%-0.8pp | 75.8%-4.9pp | 69.5%+1.4pp |
| Annual return | 49.31% | 25.82%+23.5pp | 32.76%+16.6pp | 81.00%-31.7pp |
| Employer contribution / active EE | $0 | $2,275-100.0% | $2,718-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,220 | $3,538-37.3% | $4,069-45.4% | $3,607-38.5% |
| Admin fee / account holder | $4,595 | $6,838-32.8% | $7,888-41.8% | $5,124-10.3% |