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 | $70,909 | $104,974-32.5% | $95,585-25.8% | $142,382-50.2% |
| Participation rate | 70.0% | 75.0%-5.0pp | 72.1%-2.1pp | 80.1%-10.1pp |
| Annual return | 10.52% | 210.33%-199.8pp | 38.56%-28.0pp | 217.08%-206.6pp |
| Employer contribution / active EE | $0 | $2,779-100.0% | $2,527-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $3,333 | $4,352-23.4% | $4,023-17.1% | $6,507-48.8% |
| Admin fee / account holder | $3,352 | $6,386-47.5% | $6,127-45.3% | $12,624-73.5% |