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 | $123,991 | $91,538+35.5% | $129,995-4.6% | $75,163+65.0% |
| Participation rate | 93.5% | 71.4%+22.1pp | 78.5%+15.1pp | 67.2%+26.4pp |
| Annual return | 16.49% | -631.11%+647.6pp | -137.18%+153.7pp | 160.62%-144.1pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,320-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $8,818 | $4,341+103.1% | $5,820+51.5% | $4,125+113.8% |
| Admin fee / account holder | $17,639 | $6,790+159.8% | $10,614+66.2% | $5,651+212.1% |