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 | $56,813 | $121,625-53.3% | $104,607-45.7% | $158,922-64.3% |
| Participation rate | 70.0% | 77.5%-7.5pp | 74.1%-4.1pp | 82.0%-12.0pp |
| Annual return | 9.71% | 465.26%-455.5pp | 340.46%-330.8pp | 302.83%-293.1pp |
| Employer contribution / active EE | $0 | $3,163-100.0% | $2,681-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $815 | $4,177-80.5% | $3,740-78.2% | $5,982-86.4% |
| Admin fee / account holder | $496 | $7,787-93.6% | $6,473-92.3% | $11,246-95.6% |