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 | $45,636 | $51,175-10.8% | $70,515-35.3% | $75,163-39.3% |
| Participation rate | 94.3% | 60.9%+33.4pp | 68.3%+26.0pp | 67.2%+27.1pp |
| Annual return | 14.32% | 30.02%-15.7pp | 32.77%-18.5pp | 160.62%-146.3pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $2,973-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,963 | $2,849+4.0% | $4,567-35.1% | $4,125-28.2% |
| Admin fee / account holder | $16,618 | $4,091+306.2% | $6,412+159.2% | $5,651+194.1% |