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 | $63,541 | $124,319-48.9% | $111,297-42.9% | $167,490-62.1% |
| Participation rate | 72.7% | 79.6%-6.9pp | 77.3%-4.6pp | 82.1%-9.4pp |
| Annual return | 27.98% | 37.44%-9.5pp | 54.65%-26.7pp | 478.56%-450.6pp |
| Employer contribution / active EE | $1,109 | $3,435-67.7% | $2,731-59.4% | $4,837-77.1% |
| Participant deferral / active EE | $2,263 | $5,180-56.3% | $4,487-49.6% | $6,341-64.3% |
| Admin fee / account holder | $3,218 | $10,618-69.7% | $7,964-59.6% | $12,309-73.9% |