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 | $73,826 | $81,248-9.1% | $155,509-52.5% | $80,856-8.7% |
| Participation rate | 70.3% | 66.2%+4.0pp | 78.2%-7.9pp | 67.6%+2.6pp |
| Annual return | 12.19% | 33.31%-21.1pp | 64.67%-52.5pp | 35.59%-23.4pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,415 | $3,452-1.1% | $5,626-39.3% | $4,296-20.5% |
| Admin fee / account holder | $19,456 | $7,997+143.3% | $15,912+22.3% | $6,918+181.2% |