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 | $36,337 | $81,632-55.5% | $70,449-48.4% | $158,922-77.1% |
| Participation rate | 73.7% | 77.7%-4.0pp | 75.1%-1.4pp | 82.0%-8.3pp |
| Annual return | 19.46% | 208.40%-188.9pp | 109.03%-89.6pp | 302.83%-283.4pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $2,737-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $3,264 | $4,554-28.3% | $3,709-12.0% | $5,982-45.4% |
| Admin fee / account holder | $395 | $6,193-93.6% | $3,845-89.7% | $11,246-96.5% |