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 | $123,250 | $107,934+14.2% | $91,989+34.0% | $152,861-19.4% |
| Participation rate | 70.8% | 81.2%-10.3pp | 78.6%-7.8pp | 82.4%-11.6pp |
| Annual return | 15.38% | 89.24%-73.9pp | 69.02%-53.6pp | 345.32%-329.9pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,452-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,292 | $6,364-48.3% | $5,923-44.4% | $5,850-43.7% |
| Admin fee / account holder | $5,722 | $10,520-45.6% | $7,743-26.1% | $11,596-50.7% |