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 | $30,597 | $70,428-56.6% | $96,562-68.3% | $85,850-64.4% |
| Participation rate | 70.4% | 61.8%+8.6pp | 69.8%+0.6pp | 69.3%+1.1pp |
| Annual return | 13.88% | 18.59%-4.7pp | 37.78%-23.9pp | 318.53%-304.7pp |
| Employer contribution / active EE | $1,974 | $1,413+39.7% | $2,356-16.2% | $2,565-23.0% |
| Participant deferral / active EE | $4,054 | $2,894+40.1% | $3,849+5.3% | $3,952+2.6% |
| Admin fee / account holder | $1,166 | $4,997-76.7% | $6,181-81.1% | $6,260-81.4% |