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 6-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 | $102,226 | $138,065-26.0% | $123,544-17.3% | $135,375-24.5% |
| Participation rate | 93.3% | 84.7%+8.6pp | 82.3%+11.0pp | 82.6%+10.7pp |
| Annual return | 0.47% | 153.68%-153.2pp | 119.20%-118.7pp | 519.73%-519.3pp |
| Employer contribution / active EE | $0 | $5,151-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,779 | $6,799-15.0% | $6,426-10.1% | $5,609+3.0% |
| Admin fee / account holder | $1,040 | $10,916-90.5% | $9,284-88.8% | $10,827-90.4% |