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 | $36,250 | $78,672-53.9% | $109,143-66.8% | $85,850-57.8% |
| Participation rate | 95.5% | 68.3%+27.2pp | 75.9%+19.6pp | 69.3%+26.1pp |
| Annual return | 16.59% | 25.09%-8.5pp | 25.75%-9.2pp | 318.53%-301.9pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $3,722-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,586 | $3,467+61.1% | $4,653+20.1% | $3,952+41.4% |
| Admin fee / account holder | $2,636 | $5,469-51.8% | $6,752-61.0% | $6,260-57.9% |