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 | $64,809 | $62,573+3.6% | $85,682-24.4% | $85,850-24.5% |
| Participation rate | 80.6% | 61.1%+19.4pp | 69.9%+10.7pp | 69.3%+11.2pp |
| Annual return | 21.54% | 23.77%-2.2pp | 21.49%+0.1pp | 318.53%-297.0pp |
| Employer contribution / active EE | $0 | $1,757-100.0% | $2,618-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,400 | $2,802+57.0% | $3,923+12.2% | $3,952+11.4% |
| Admin fee / account holder | $16,119 | $4,640+247.4% | $6,873+134.5% | $6,260+157.5% |