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 | $89,666 | $86,286+3.9% | $111,297-19.4% | $85,850+4.4% |
| Participation rate | 71.2% | 73.3%-2.1pp | 77.3%-6.1pp | 69.3%+1.9pp |
| Annual return | 11.36% | 19.99%-8.6pp | 54.65%-43.3pp | 318.53%-307.2pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,477 | $3,641-4.5% | $4,487-22.5% | $3,952-12.0% |
| Admin fee / account holder | $11,025 | $8,188+34.7% | $7,964+38.4% | $6,260+76.1% |