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 | $67,792 | $125,758-46.1% | $169,993-60.1% | $75,163-9.8% |
| Participation rate | 82.6% | 83.6%-1.0pp | 87.0%-4.4pp | 67.2%+15.4pp |
| Annual return | 22.82% | 27.20%-4.4pp | 53.37%-30.6pp | 160.62%-137.8pp |
| Employer contribution / active EE | $0 | $4,615-100.0% | $6,785-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,561 | $6,837-47.9% | $10,408-65.8% | $4,125-13.7% |
| Admin fee / account holder | $1,455 | $8,173-82.2% | $12,815-88.6% | $5,651-74.3% |