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 | $79,330 | $80,717-1.7% | $154,803-48.8% | $84,808-6.5% |
| Participation rate | 90.0% | 66.8%+23.2pp | 78.1%+11.9pp | 68.3%+21.7pp |
| Annual return | 14.18% | 37.96%-23.8pp | 58.88%-44.7pp | 40.90%-26.7pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,694 | $3,303+11.8% | $5,540-33.3% | $4,212-12.3% |
| Admin fee / account holder | $6,310 | $6,746-6.5% | $14,329-56.0% | $7,344-14.1% |