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 7-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 | $97,447 | $116,175-16.1% | $93,606+4.1% | $152,861-36.3% |
| Participation rate | 77.8% | 78.0%-0.3pp | 75.8%+1.9pp | 82.4%-4.7pp |
| Annual return | 17.42% | 35.96%-18.5pp | 32.76%-15.3pp | 345.32%-327.9pp |
| Employer contribution / active EE | $0 | $3,218-100.0% | $2,718-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,325 | $4,603-71.2% | $4,069-67.4% | $5,850-77.4% |
| Admin fee / account holder | $5,146 | $10,748-52.1% | $7,888-34.8% | $11,596-55.6% |