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 | $79,564 | $117,841-32.5% | $102,423-22.3% | $145,922-45.5% |
| Participation rate | 70.0% | 78.6%-8.6pp | 76.5%-6.5pp | 80.3%-10.3pp |
| Annual return | 21.54% | 31.65%-10.1pp | 29.32%-7.8pp | 561.29%-539.7pp |
| Employer contribution / active EE | $5,476 | $3,615+51.5% | $3,023+81.1% | $4,660+17.5% |
| Participant deferral / active EE | $0 | $5,731-100.0% | $5,053-100.0% | $6,688-100.0% |
| Admin fee / account holder | $11,663 | $13,326-12.5% | $9,451+23.4% | $13,397-12.9% |