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 8-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 | $68,245 | $228,332-70.1% | $185,823-63.3% | $158,922-57.1% |
| Participation rate | 87.5% | 82.3%+5.2pp | 78.0%+9.5pp | 82.0%+5.5pp |
| Annual return | 13.70% | 40.80%-27.1pp | 35.95%-22.3pp | 302.83%-289.1pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,087-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,321 | $6,415-79.4% | $5,632-76.6% | $5,982-77.9% |
| Admin fee / account holder | $5,430 | $11,864-54.2% | $9,500-42.8% | $11,246-51.7% |