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 | $82,512 | $95,416-13.5% | $185,823-55.6% | $85,850-3.9% |
| Participation rate | 72.7% | 68.8%+4.0pp | 81.7%-9.0pp | 69.3%+3.4pp |
| Annual return | 16.83% | 23.59%-6.8pp | 122.05%-105.2pp | 318.53%-301.7pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,167-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $9,231 | $3,423+169.7% | $5,568+65.8% | $3,952+133.6% |
| Admin fee / account holder | $3,258 | $7,213-54.8% | $16,237-79.9% | $6,260-48.0% |