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 | $54,998 | $58,208-5.5% | $81,812-32.8% | $80,856-32.0% |
| Participation rate | 77.3% | 63.4%+13.9pp | 72.3%+5.0pp | 67.6%+9.7pp |
| Annual return | 12.03% | 41.66%-29.6pp | 773.79%-761.8pp | 35.59%-23.6pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,057 | $3,281+23.7% | $4,319-6.1% | $4,296-5.6% |
| Admin fee / account holder | $3,789 | $4,981-23.9% | $7,386-48.7% | $6,918-45.2% |