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 | $106,142 | $116,175-8.6% | $93,606+13.4% | $152,861-30.6% |
| Participation rate | 75.0% | 78.0%-3.0pp | 75.8%-0.8pp | 82.4%-7.4pp |
| Annual return | 16.72% | 35.96%-19.2pp | 32.76%-16.0pp | 345.32%-328.6pp |
| Employer contribution / active EE | $0 | $3,218-100.0% | $2,718-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,247 | $4,603+14.0% | $4,069+29.0% | $5,850-10.3% |
| Admin fee / account holder | $54,078 | $10,748+403.2% | $7,888+585.6% | $11,596+366.3% |