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 | $35,244 | $105,126-66.5% | $94,646-62.8% | $139,434-74.7% |
| Participation rate | 81.3% | 82.4%-1.1pp | 80.8%+0.4pp | 80.3%+0.9pp |
| Annual return | 15.95% | 38.03%-22.1pp | 156.71%-140.8pp | 372.94%-357.0pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,672-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $7,215 | $7,599-5.1% | $7,418-2.7% | $6,710+7.5% |
| Admin fee / account holder | $10,614 | $8,984+18.1% | $7,231+46.8% | $11,403-6.9% |