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 9-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 | $54,886 | $58,208-5.7% | $81,812-32.9% | $80,856-32.1% |
| Participation rate | 95.1% | 63.4%+31.7pp | 72.3%+22.8pp | 67.6%+27.5pp |
| Annual return | 15.93% | 41.66%-25.7pp | 773.79%-757.9pp | 35.59%-19.7pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,225 | $3,281-1.7% | $4,319-25.3% | $4,296-24.9% |
| Admin fee / account holder | $1,546 | $4,981-69.0% | $7,386-79.1% | $6,918-77.7% |