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 | $47,819 | $116,175-58.8% | $93,606-48.9% | $152,861-68.7% |
| Participation rate | 70.8% | 78.0%-7.2pp | 75.8%-5.0pp | 82.4%-11.6pp |
| Annual return | 21.84% | 35.96%-14.1pp | 32.76%-10.9pp | 345.32%-323.5pp |
| Employer contribution / active EE | $0 | $3,218-100.0% | $2,718-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,649 | $4,603-42.5% | $4,069-34.9% | $5,850-54.7% |
| Admin fee / account holder | $741 | $10,748-93.1% | $7,888-90.6% | $11,596-93.6% |