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 | $64,633 | $109,982-41.2% | $97,226-33.5% | $145,922-55.7% |
| Participation rate | 72.7% | 75.9%-3.2pp | 72.7%0pp | 80.3%-7.5pp |
| Annual return | 8.15% | 242.90%-234.8pp | 75.13%-67.0pp | 561.29%-553.1pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,729-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $3,218 | $4,676-31.2% | $4,264-24.5% | $6,688-51.9% |
| Admin fee / account holder | $18,597 | $6,221+199.0% | $5,654+229.0% | $13,397+38.8% |