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 | $42,113 | $149,734-71.9% | $118,925-64.6% | $158,922-73.5% |
| Participation rate | 95.7% | 82.1%+13.6pp | 75.4%+20.3pp | 82.0%+13.7pp |
| Annual return | 13.37% | 19.95%-6.6pp | 35.88%-22.5pp | 302.83%-289.5pp |
| Employer contribution / active EE | $0 | $4,115-100.0% | $3,263-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,217 | $5,223-57.6% | $4,265-48.0% | $5,982-62.9% |
| Admin fee / account holder | $1,461 | $8,603-83.0% | $6,581-77.8% | $11,246-87.0% |