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 | $61,719 | $64,839-4.8% | $95,585-35.4% | $84,808-27.2% |
| Participation rate | 72.3% | 63.8%+8.5pp | 72.1%+0.3pp | 68.3%+4.0pp |
| Annual return | 13.27% | -670.96%+684.2pp | 38.56%-25.3pp | 40.90%-27.6pp |
| Employer contribution / active EE | $349 | $1,759-80.1% | $2,527-86.2% | $2,631-86.7% |
| Participant deferral / active EE | $2,533 | $2,965-14.6% | $4,023-37.0% | $4,212-39.9% |
| Admin fee / account holder | $1,654 | $5,964-72.3% | $6,127-73.0% | $7,344-77.5% |