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 9-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 | $50,549 | $40,256+25.6% | $57,343-11.8% | $59,632-15.2% |
| Participation rate | 93.6% | 69.2%+24.4pp | 75.1%+18.5pp | 68.7%+24.9pp |
| Annual return | 3.30% | 27.49%-24.2pp | 24.39%-21.1pp | 2041.28%-2038.0pp |
| Employer contribution / active EE | $0 | $1,922-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $5,707 | $2,399+137.9% | $3,162+80.5% | $3,192+78.8% |
| Admin fee / account holder | $15,469 | $2,818+449.0% | $3,356+361.0% | $4,297+260.0% |