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 | $41,900 | $101,069-58.5% | $81,478-48.6% | $147,584-71.6% |
| Participation rate | 72.2% | 74.5%-2.2pp | 68.0%+4.3pp | 82.8%-10.6pp |
| Annual return | 13.36% | 32.40%-19.0pp | 38.78%-25.4pp | 578.55%-565.2pp |
| Employer contribution / active EE | $0 | $3,205-100.0% | $2,568-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,910 | $4,242-55.0% | $3,537-46.0% | $5,439-64.9% |
| Admin fee / account holder | $2,868 | $5,812-50.7% | $4,561-37.1% | $10,885-73.7% |