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 | $90,531 | $116,175-22.1% | $93,606-3.3% | $152,861-40.8% |
| Participation rate | 84.6% | 78.0%+6.6pp | 75.8%+8.8pp | 82.4%+2.2pp |
| Annual return | 15.37% | 35.96%-20.6pp | 32.76%-17.4pp | 345.32%-329.9pp |
| Employer contribution / active EE | $0 | $3,218-100.0% | $2,718-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,017 | $4,603-34.5% | $4,069-25.9% | $5,850-48.4% |
| Admin fee / account holder | $14,864 | $10,748+38.3% | $7,888+88.4% | $11,596+28.2% |