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 | $53,341 | $226,064-76.4% | $182,532-70.8% | $152,861-65.1% |
| Participation rate | 76.9% | 82.5%-5.5pp | 78.0%-1.1pp | 82.4%-5.5pp |
| Annual return | 12.53% | 192.51%-180.0pp | 148.54%-136.0pp | 345.32%-332.8pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,076-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,115 | $6,368-66.8% | $5,524-61.7% | $5,850-63.9% |
| Admin fee / account holder | $11,309 | $10,703+5.7% | $8,592+31.6% | $11,596-2.5% |