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 | $66,442 | $226,064-70.6% | $182,532-63.6% | $152,861-56.5% |
| Participation rate | 84.6% | 82.5%+2.2pp | 78.0%+6.6pp | 82.4%+2.2pp |
| Annual return | 14.43% | 192.51%-178.1pp | 148.54%-134.1pp | 345.32%-330.9pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,076-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,110 | $6,368-35.5% | $5,524-25.6% | $5,850-29.7% |
| Admin fee / account holder | $23,979 | $10,703+124.0% | $8,592+179.1% | $11,596+106.8% |