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 7-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 | $82,740 | $93,571-11.6% | $135,903-39.1% | $75,163+10.1% |
| Participation rate | 70.9% | 75.2%-4.3pp | 81.9%-11.0pp | 67.2%+3.7pp |
| Annual return | 32.80% | 30.90%+1.9pp | 68.23%-35.4pp | 160.62%-127.8pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $16,363 | $6,404+155.5% | $7,758+110.9% | $4,125+296.7% |
| Admin fee / account holder | $2,591 | $6,975-62.9% | $10,762-75.9% | $5,651-54.2% |