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 | $55,205 | $80,968-31.8% | $96,544-42.8% | $75,163-26.6% |
| Participation rate | 91.3% | 71.8%+19.5pp | 76.0%+15.3pp | 67.2%+24.1pp |
| Annual return | 13.16% | 27.06%-13.9pp | 25.84%-12.7pp | 160.62%-147.5pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,605 | $3,928-8.2% | $4,851-25.7% | $4,125-12.6% |
| Admin fee / account holder | $5,775 | $6,724-14.1% | $8,252-30.0% | $5,651+2.2% |