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 | $57,354 | $63,346-9.5% | $92,233-37.8% | $70,131-18.2% |
| Participation rate | 86.8% | 68.7%+18.2pp | 76.5%+10.4pp | 69.5%+17.3pp |
| Annual return | 16.07% | 530.12%-514.0pp | 176.28%-160.2pp | 73.14%-57.1pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $6,398 | $2,854+124.2% | $3,897+64.2% | $3,332+92.0% |
| Admin fee / account holder | $6,768 | $3,840+76.2% | $5,194+30.3% | $4,645+45.7% |