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 | $80,459 | $64,307+25.1% | $57,343+40.3% | $125,391-35.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 0.60% | 25.12%-24.5pp | 24.39%-23.8pp | 282.22%-281.6pp |
| Employer contribution / active EE | $933 | $3,193-70.8% | $2,689-65.3% | $4,866-80.8% |
| Participant deferral / active EE | $927 | $3,848-75.9% | $3,162-70.7% | $5,352-82.7% |
| Admin fee / account holder | $13,041 | $5,242+148.8% | $3,356+288.6% | $9,540+36.7% |