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 | $30,137 | $152,587-80.2% | $125,175-75.9% | $152,861-80.3% |
| Participation rate | 73.7% | 83.3%-9.7pp | 79.8%-6.1pp | 82.4%-8.8pp |
| Annual return | 13.72% | 54.84%-41.1pp | 43.79%-30.1pp | 345.32%-331.6pp |
| Employer contribution / active EE | $0 | $4,946-100.0% | $3,865-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,346 | $5,868-60.0% | $4,937-52.5% | $5,850-59.9% |
| Admin fee / account holder | $1,574 | $13,434-88.3% | $9,702-83.8% | $11,596-86.4% |