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 | $76,416 | $149,734-49.0% | $118,925-35.7% | $158,922-51.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 19.96% | 19.95%0pp | 35.88%-15.9pp | 302.83%-282.9pp |
| Employer contribution / active EE | $1,108 | $4,115-73.1% | $3,263-66.0% | $4,761-76.7% |
| Participant deferral / active EE | $3,659 | $5,223-29.9% | $4,265-14.2% | $5,982-38.8% |
| Admin fee / account holder | $1,649 | $8,603-80.8% | $6,581-74.9% | $11,246-85.3% |