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 | $107,299 | $124,319-13.7% | $111,297-3.6% | $167,490-35.9% |
| Participation rate | 73.9% | 79.6%-5.7pp | 77.3%-3.4pp | 82.1%-8.2pp |
| Annual return | 13.64% | 37.44%-23.8pp | 54.65%-41.0pp | 478.56%-464.9pp |
| Employer contribution / active EE | $0 | $3,435-100.0% | $2,731-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $4,637 | $5,180-10.5% | $4,487+3.3% | $6,341-26.9% |
| Admin fee / account holder | $10,766 | $10,618+1.4% | $7,964+35.2% | $12,309-12.5% |