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 | $29,391 | $99,079-70.3% | $77,999-62.3% | $273,961-89.3% |
| Participation rate | 73.3% | 78.6%-5.2pp | 75.5%-2.2pp | 83.0%-9.7pp |
| Annual return | 8.06% | 217.93%-209.9pp | 425.96%-417.9pp | 41.45%-33.4pp |
| Employer contribution / active EE | $0 | $3,308-100.0% | $2,470-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,063 | $4,306-52.1% | $3,497-41.0% | $5,287-61.0% |
| Admin fee / account holder | $4,289 | $8,954-52.1% | $5,480-21.7% | $10,132-57.7% |