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 | $46,006 | $116,875-60.6% | $209,012-78.0% | $116,875-60.6% |
| Participation rate | 81.4% | 74.5%+6.9pp | 77.5%+3.9pp | 74.5%+6.9pp |
| Annual return | 22.92% | 16.29%+6.6pp | 0.31%+22.6pp | 16.29%+6.6pp |
| Employer contribution / active EE | $2,611 | $3,288-20.6% | $5,342-51.1% | $3,288-20.6% |
| Participant deferral / active EE | $4,868 | $3,885+25.3% | $4,752+2.4% | $3,885+25.3% |
| Admin fee / account holder | $5,863 | $12,263-52.2% | $31,136-81.2% | $12,263-52.2% |