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 | $59,862 | $104,907-42.9% | $84,611-29.3% | $152,861-60.8% |
| Participation rate | 70.0% | 74.8%-4.8pp | 68.2%+1.8pp | 82.4%-12.4pp |
| Annual return | 12.60% | 373.79%-361.2pp | 258.74%-246.1pp | 345.32%-332.7pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,652-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,993 | $4,688+6.5% | $3,899+28.1% | $5,850-14.7% |
| Admin fee / account holder | $31,912 | $6,241+411.3% | $4,912+549.6% | $11,596+175.2% |