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 | $79,893 | $63,355+26.1% | $91,989-13.1% | $72,985+9.5% |
| Participation rate | 89.5% | 72.5%+17.0pp | 78.6%+10.8pp | 69.5%+20.0pp |
| Annual return | 22.89% | 35.35%-12.5pp | 69.02%-46.1pp | 81.00%-58.1pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $10,284 | $4,883+110.6% | $5,923+73.6% | $3,607+185.1% |
| Admin fee / account holder | $30,305 | $4,668+549.2% | $7,743+291.4% | $5,124+491.4% |