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 | $92,362 | $115,770-20.2% | $101,248-8.8% | $158,922-41.9% |
| Participation rate | 70.8% | 79.4%-8.5pp | 75.8%-5.0pp | 82.0%-11.1pp |
| Annual return | 18.58% | 56.14%-37.6pp | 46.47%-27.9pp | 302.83%-284.2pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $3,930 | $4,957-20.7% | $4,370-10.1% | $5,982-34.3% |
| Admin fee / account holder | $4,374 | $7,245-39.6% | $5,945-26.4% | $11,246-61.1% |