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 | $139,081 | $91,538+51.9% | $129,995+7.0% | $75,163+85.0% |
| Participation rate | 70.0% | 71.4%-1.4pp | 78.5%-8.5pp | 67.2%+2.8pp |
| Annual return | 17.49% | -631.11%+648.6pp | -137.18%+154.7pp | 160.62%-143.1pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,320-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $6,743 | $4,341+55.3% | $5,820+15.9% | $4,125+63.5% |
| Admin fee / account holder | $1,032 | $6,790-84.8% | $10,614-90.3% | $5,651-81.7% |