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 | $53,106 | $85,202-37.7% | $172,739-69.3% | $72,985-27.2% |
| Participation rate | 95.1% | 70.1%+25.1pp | 82.6%+12.5pp | 69.5%+25.6pp |
| Annual return | 19.74% | 27.32%-7.6pp | 802.84%-783.1pp | 81.00%-61.3pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,143-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,453 | $3,260-24.8% | $5,198-52.8% | $3,607-32.0% |
| Admin fee / account holder | $7,439 | $5,884+26.4% | $13,954-46.7% | $5,124+45.2% |