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 | $21,375 | $91,190-76.6% | $178,490-88.0% | $79,858-73.2% |
| Participation rate | 70.4% | 69.2%+1.2pp | 81.9%-11.6pp | 69.6%+0.7pp |
| Annual return | 14.63% | 24.19%-9.6pp | 151.07%-136.4pp | 31.71%-17.1pp |
| Employer contribution / active EE | $742 | $3,256-77.2% | $5,011-85.2% | $2,471-70.0% |
| Participant deferral / active EE | $2,604 | $3,236-19.5% | $5,202-49.9% | $3,740-30.4% |
| Admin fee / account holder | $11,702 | $6,751+73.3% | $13,984-16.3% | $5,306+120.5% |