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 | $36,227 | $58,208-37.8% | $81,812-55.7% | $80,856-55.2% |
| Participation rate | 78.9% | 63.4%+15.5pp | 72.3%+6.6pp | 67.6%+11.3pp |
| Annual return | 12.11% | 41.66%-29.5pp | 773.79%-761.7pp | 35.59%-23.5pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,305 | $3,281-29.8% | $4,319-46.6% | $4,296-46.3% |
| Admin fee / account holder | $1,490 | $4,981-70.1% | $7,386-79.8% | $6,918-78.5% |