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 | $67,778 | $103,376-34.4% | $87,100-22.2% | $152,861-55.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 21.05% | 28.10%-7.0pp | 28.19%-7.1pp | 345.32%-324.3pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,521-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,577 | $4,778-46.1% | $4,049-36.3% | $5,850-55.9% |
| Admin fee / account holder | $1,602 | $12,205-86.9% | $7,497-78.6% | $11,596-86.2% |