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 | $84,116 | $89,355-5.9% | $141,162-40.4% | $72,985+15.3% |
| Participation rate | 71.0% | 75.1%-4.1pp | 82.5%-11.5pp | 69.5%+1.5pp |
| Annual return | 20.21% | 111.85%-91.6pp | 71.39%-51.2pp | 81.00%-60.8pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,050 | $5,418-43.7% | $6,709-54.5% | $3,607-15.4% |
| Admin fee / account holder | $2,663 | $5,958-55.3% | $10,261-74.1% | $5,124-48.0% |