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 | $46,553 | $96,635-51.8% | $86,612-46.3% | $139,434-66.6% |
| Participation rate | 73.7% | 74.4%-0.7pp | 71.7%+2.0pp | 80.3%-6.6pp |
| Annual return | 19.53% | 106.41%-86.9pp | 591.07%-571.5pp | 372.94%-353.4pp |
| Employer contribution / active EE | $0 | $3,263-100.0% | $3,022-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $3,263 | $4,836-32.5% | $4,438-26.5% | $6,710-51.4% |
| Admin fee / account holder | $6,463 | $6,408+0.9% | $5,614+15.1% | $11,403-43.3% |