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 | $45,907 | $64,839-29.2% | $95,585-52.0% | $84,808-45.9% |
| Participation rate | 81.8% | 63.8%+18.0pp | 72.1%+9.7pp | 68.3%+13.5pp |
| Annual return | 16.70% | -670.96%+687.7pp | 38.56%-21.9pp | 40.90%-24.2pp |
| Employer contribution / active EE | $2,359 | $1,759+34.1% | $2,527-6.6% | $2,631-10.3% |
| Participant deferral / active EE | $2,623 | $2,965-11.5% | $4,023-34.8% | $4,212-37.7% |
| Admin fee / account holder | $798 | $5,964-86.6% | $6,127-87.0% | $7,344-89.1% |