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 | $31,996 | $99,341-67.8% | $84,750-62.2% | $273,961-88.3% |
| Participation rate | 84.6% | 80.7%+3.9pp | 76.6%+8.0pp | 83.0%+1.6pp |
| Annual return | 7.54% | 22.93%-15.4pp | 22.78%-15.2pp | 41.45%-33.9pp |
| Employer contribution / active EE | $2,634 | $4,214-37.5% | $3,574-26.3% | $4,869-45.9% |
| Participant deferral / active EE | $1,202 | $4,269-71.9% | $3,712-67.6% | $5,287-77.3% |
| Admin fee / account holder | $4,742 | $6,644-28.6% | $5,332-11.1% | $10,132-53.2% |