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 | $51,227 | $91,190-43.8% | $178,490-71.3% | $79,858-35.9% |
| Participation rate | 74.6% | 69.2%+5.4pp | 81.9%-7.3pp | 69.6%+5.0pp |
| Annual return | 10.19% | 24.19%-14.0pp | 151.07%-140.9pp | 31.71%-21.5pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,312 | $3,236-59.5% | $5,202-74.8% | $3,740-64.9% |
| Admin fee / account holder | $4,194 | $6,751-37.9% | $13,984-70.0% | $5,306-21.0% |