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 | $61,101 | $124,281-50.8% | $109,143-44.0% | $167,490-63.5% |
| Participation rate | 90.0% | 79.4%+10.6pp | 75.9%+14.1pp | 82.1%+7.9pp |
| Annual return | 17.81% | 26.04%-8.2pp | 25.75%-7.9pp | 478.56%-460.8pp |
| Employer contribution / active EE | $0 | $4,207-100.0% | $3,722-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $4,797 | $5,255-8.7% | $4,653+3.1% | $6,341-24.4% |
| Admin fee / account holder | $23,910 | $7,970+200.0% | $6,752+254.1% | $12,309+94.2% |