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 | $41,335 | $91,037-54.6% | $71,671-42.3% | $147,584-72.0% |
| Participation rate | 73.3% | 76.1%-2.8pp | 68.7%+4.6pp | 82.8%-9.5pp |
| Annual return | 10.72% | 20.48%-9.8pp | 20.65%-9.9pp | 578.55%-567.8pp |
| Employer contribution / active EE | $809 | $3,327-75.7% | $2,460-67.1% | $4,876-83.4% |
| Participant deferral / active EE | $1,490 | $4,498-66.9% | $3,438-56.7% | $5,439-72.6% |
| Admin fee / account holder | $5,508 | $8,613-36.0% | $5,558-0.9% | $10,885-49.4% |