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 | $31,406 | $49,227-36.2% | $70,449-55.4% | $79,858-60.7% |
| Participation rate | 70.0% | 69.2%+0.8pp | 75.1%-5.1pp | 69.6%+0.4pp |
| Annual return | 13.91% | 30.06%-16.2pp | 109.03%-95.1pp | 31.71%-17.8pp |
| Employer contribution / active EE | $910 | $2,099-56.7% | $2,737-66.8% | $2,471-63.2% |
| Participant deferral / active EE | $1,928 | $2,768-30.3% | $3,709-48.0% | $3,740-48.5% |
| Admin fee / account holder | $17,227 | $2,878+498.6% | $3,845+348.0% | $5,306+224.7% |