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 | $55,981 | $52,279+7.1% | $89,391-37.4% | $79,858-29.9% |
| Participation rate | 78.3% | 57.5%+20.7pp | 68.0%+10.3pp | 69.6%+8.6pp |
| Annual return | 14.48% | 22.16%-7.7pp | 245.62%-231.1pp | 31.71%-17.2pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,586-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,786 | $2,740+111.1% | $3,890+48.7% | $3,740+54.7% |
| Admin fee / account holder | $1,190 | $3,356-64.6% | $4,881-75.6% | $5,306-77.6% |