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 | $60,298 | $54,705+10.2% | $71,209-15.3% | $84,808-28.9% |
| Participation rate | 94.4% | 64.1%+30.3pp | 73.8%+20.6pp | 68.3%+26.1pp |
| Annual return | 17.62% | 35.90%-18.3pp | 282.51%-264.9pp | 40.90%-23.3pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,845 | $3,030-6.1% | $4,175-31.9% | $4,212-32.5% |
| Admin fee / account holder | $5,618 | $4,863+15.5% | $5,349+5.0% | $7,344-23.5% |