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 | $65,620 | $80,968-19.0% | $96,544-32.0% | $75,163-12.7% |
| Participation rate | 90.5% | 71.8%+18.7pp | 76.0%+14.5pp | 67.2%+23.3pp |
| Annual return | 14.40% | 27.06%-12.7pp | 25.84%-11.4pp | 160.62%-146.2pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,168 | $3,928-19.4% | $4,851-34.7% | $4,125-23.2% |
| Admin fee / account holder | $3,215 | $6,724-52.2% | $8,252-61.0% | $5,651-43.1% |