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 | $37,452 | $157,256-76.2% | $141,162-73.5% | $152,861-75.5% |
| Participation rate | 88.9% | 84.8%+4.1pp | 82.5%+6.4pp | 82.4%+6.4pp |
| Annual return | 20.36% | 64.32%-44.0pp | 71.39%-51.0pp | 345.32%-325.0pp |
| Employer contribution / active EE | $0 | $5,261-100.0% | $4,735-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,183 | $7,109-13.0% | $6,709-7.8% | $5,850+5.7% |
| Admin fee / account holder | $7,839 | $12,120-35.3% | $10,261-23.6% | $11,596-32.4% |