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 | $69,592 | $109,413-36.4% | $156,263-55.5% | $84,808-17.9% |
| Participation rate | 72.2% | 72.7%-0.5pp | 78.9%-6.7pp | 68.3%+3.9pp |
| Annual return | 13.43% | 20.18%-6.8pp | 59.47%-46.0pp | 40.90%-27.5pp |
| Employer contribution / active EE | $0 | $2,907-100.0% | $4,333-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,317 | $4,590-27.7% | $6,158-46.1% | $4,212-21.2% |
| Admin fee / account holder | $4,139 | $9,357-55.8% | $14,255-71.0% | $7,344-43.6% |