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 | $60,044 | $101,724-41.0% | $164,813-63.6% | $80,856-25.7% |
| Participation rate | 70.4% | 71.8%-1.4pp | 78.6%-8.2pp | 67.6%+2.8pp |
| Annual return | 18.20% | 16.72%+1.5pp | 69.93%-51.7pp | 35.59%-17.4pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,341-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,348 | $4,477-25.2% | $6,031-44.5% | $4,296-22.1% |
| Admin fee / account holder | $3,090 | $8,227-62.4% | $12,690-75.7% | $6,918-55.3% |