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 | $67,079 | $107,452-37.6% | $91,541-26.7% | $142,382-52.9% |
| Participation rate | 79.2% | 75.1%+4.1pp | 69.8%+9.4pp | 80.1%-1.0pp |
| Annual return | 10.81% | 22.06%-11.2pp | 20.50%-9.7pp | 217.08%-206.3pp |
| Employer contribution / active EE | $0 | $2,994-100.0% | $2,505-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $3,393 | $4,754-28.6% | $4,008-15.3% | $6,507-47.9% |
| Admin fee / account holder | $39,420 | $8,834+346.2% | $6,956+466.7% | $12,624+212.3% |