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 | $39,653 | $101,069-60.8% | $81,478-51.3% | $147,584-73.1% |
| Participation rate | 83.3% | 74.5%+8.9pp | 68.0%+15.4pp | 82.8%+0.5pp |
| Annual return | 15.24% | 32.40%-17.2pp | 38.78%-23.5pp | 578.55%-563.3pp |
| Employer contribution / active EE | $3,066 | $3,205-4.3% | $2,568+19.4% | $4,876-37.1% |
| Participant deferral / active EE | $6,868 | $4,242+61.9% | $3,537+94.2% | $5,439+26.3% |
| Admin fee / account holder | $1,270 | $5,812-78.1% | $4,561-72.2% | $10,885-88.3% |