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 | $112,364 | $53,822+108.8% | $75,696+48.4% | $85,850+30.9% |
| Participation rate | 85.7% | 69.1%+16.6pp | 74.8%+10.9pp | 69.3%+16.4pp |
| Annual return | 17.07% | 24.54%-7.5pp | 104.53%-87.5pp | 318.53%-301.5pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,743-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $9,086 | $2,895+213.8% | $3,821+137.8% | $3,952+129.9% |
| Admin fee / account holder | $21,027 | $3,343+529.0% | $3,619+481.0% | $6,260+235.9% |