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 | $52,815 | $78,422-32.7% | $95,952-45.0% | $79,858-33.9% |
| Participation rate | 71.1% | 73.5%-2.4pp | 77.1%-6.0pp | 69.6%+1.5pp |
| Annual return | 15.60% | 19.37%-3.8pp | 91.61%-76.0pp | 31.71%-16.1pp |
| Employer contribution / active EE | $709 | $1,945-63.6% | $2,541-72.1% | $2,471-71.3% |
| Participant deferral / active EE | $3,031 | $3,440-11.9% | $4,167-27.3% | $3,740-19.0% |
| Admin fee / account holder | $626 | $5,622-88.9% | $6,795-90.8% | $5,306-88.2% |