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 | $64,946 | $79,449-18.3% | $189,557-65.7% | $85,850-24.3% |
| Participation rate | 72.6% | 66.0%+6.6pp | 78.4%-5.9pp | 69.3%+3.3pp |
| Annual return | 11.89% | 18.45%-6.6pp | 64.17%-52.3pp | 318.53%-306.6pp |
| Employer contribution / active EE | $0 | $2,081-100.0% | $4,412-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,622 | $4,051+38.8% | $6,174-8.9% | $3,952+42.3% |
| Admin fee / account holder | $4,424 | $5,377-17.7% | $9,807-54.9% | $6,260-29.3% |