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 | $41,504 | $104,251-60.2% | $91,001-54.4% | $147,584-71.9% |
| Participation rate | 71.4% | 78.2%-6.8pp | 75.6%-4.2pp | 82.8%-11.4pp |
| Annual return | 18.41% | 27.06%-8.7pp | 4.60%+13.8pp | 578.55%-560.1pp |
| Employer contribution / active EE | $1,678 | $3,116-46.1% | $2,456-31.7% | $4,876-65.6% |
| Participant deferral / active EE | $4,193 | $4,1950% | $3,547+18.2% | $5,439-22.9% |
| Admin fee / account holder | $8,561 | $8,948-4.3% | $5,417+58.0% | $10,885-21.4% |