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 | $71,569 | $109,817-34.8% | $98,442-27.3% | $167,490-57.3% |
| Participation rate | 71.4% | 75.8%-4.4pp | 73.3%-1.9pp | 82.1%-10.7pp |
| Annual return | 11.99% | 1956.69%-1944.7pp | 1492.73%-1480.7pp | 478.56%-466.6pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $2,960-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $3,781 | $4,673-19.1% | $4,276-11.6% | $6,341-40.4% |
| Admin fee / account holder | $12,248 | $6,753+81.4% | $5,949+105.9% | $12,309-0.5% |