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 | $43,971 | $138,347-68.2% | $184,203-76.1% | $80,856-45.6% |
| Participation rate | 84.5% | 83.9%+0.6pp | 86.8%-2.3pp | 67.6%+16.9pp |
| Annual return | 15.97% | 20.02%-4.0pp | 28.81%-12.8pp | 35.59%-19.6pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $6,427-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,006 | $7,071-43.3% | $9,131-56.1% | $4,296-6.7% |
| Admin fee / account holder | $32,151 | $10,483+206.7% | $13,901+131.3% | $6,918+364.8% |