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 | $63,461 | $86,699-26.8% | $73,307-13.4% | $125,391-49.4% |
| Participation rate | 92.9% | 78.6%+14.2pp | 74.9%+17.9pp | 83.2%+9.7pp |
| Annual return | 0.72% | 2.78%-2.1pp | 5.67%-5.0pp | 282.22%-281.5pp |
| Employer contribution / active EE | $0 | $4,152-100.0% | $3,237-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,243 | $5,550-23.5% | $4,991-15.0% | $5,352-20.7% |
| Admin fee / account holder | $13,118 | $7,771+68.8% | $5,637+132.7% | $9,540+37.5% |