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 | $50,069 | $138,347-63.8% | $184,203-72.8% | $80,856-38.1% |
| Participation rate | 81.6% | 83.9%-2.3pp | 86.8%-5.2pp | 67.6%+13.9pp |
| Annual return | 15.02% | 20.02%-5.0pp | 28.81%-13.8pp | 35.59%-20.6pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $6,427-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $6,838 | $7,071-3.3% | $9,131-25.1% | $4,296+59.2% |
| Admin fee / account holder | $568 | $10,483-94.6% | $13,901-95.9% | $6,918-91.8% |