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 | $24,501 | $96,557-74.6% | $80,975-69.7% | $273,961-91.1% |
| Participation rate | 78.6% | 79.1%-0.5pp | 75.8%+2.8pp | 83.0%-4.4pp |
| Annual return | 5.71% | 15.14%-9.4pp | 17.10%-11.4pp | 41.45%-35.7pp |
| Employer contribution / active EE | $0 | $4,868-100.0% | $3,714-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,484 | $6,598-62.3% | $5,696-56.4% | $5,287-53.0% |
| Admin fee / account holder | $763 | $7,492-89.8% | $5,516-86.2% | $10,132-92.5% |