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 | $85,823 | $112,096-23.4% | $95,952-10.6% | $158,922-46.0% |
| Participation rate | 70.6% | 79.0%-8.4pp | 77.1%-6.5pp | 82.0%-11.4pp |
| Annual return | 14.31% | 171.09%-156.8pp | 91.61%-77.3pp | 302.83%-288.5pp |
| Employer contribution / active EE | $0 | $3,198-100.0% | $2,541-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $13,770 | $4,784+187.8% | $4,167+230.5% | $5,982+130.2% |
| Admin fee / account holder | $5,458 | $10,130-46.1% | $6,795-19.7% | $11,246-51.5% |