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 | $116,946 | $176,056-33.6% | $159,436-26.6% | $167,490-30.2% |
| Participation rate | 71.4% | 84.9%-13.5pp | 82.8%-11.4pp | 82.1%-10.7pp |
| Annual return | 17.31% | 331.75%-314.4pp | 263.57%-246.3pp | 478.56%-461.2pp |
| Employer contribution / active EE | $0 | $5,297-100.0% | $4,829-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $5,112 | $7,750-34.0% | $7,352-30.5% | $6,341-19.4% |
| Admin fee / account holder | $2,384 | $12,554-81.0% | $10,799-77.9% | $12,309-80.6% |