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 | $39,932 | $69,977-42.9% | $108,579-63.2% | $62,891-36.5% |
| Participation rate | 82.1% | 72.9%+9.2pp | 79.6%+2.5pp | 69.3%+12.7pp |
| Annual return | 6.49% | 10.73%-4.2pp | -51.70%+58.2pp | 20.14%-13.7pp |
| Employer contribution / active EE | $2,564 | $2,135+20.1% | $3,758-31.8% | $2,281+12.4% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,311-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,015 | $5,076-80.0% | $7,645-86.7% | $4,296-76.4% |