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 | $37,944 | $140,588-73.0% | $123,104-69.2% | $125,391-69.7% |
| Participation rate | 88.9% | 88.2%+0.7pp | 86.8%+2.1pp | 83.2%+5.7pp |
| Annual return | -1.02% | 16.80%-17.8pp | 13.22%-14.2pp | 282.22%-283.2pp |
| Employer contribution / active EE | $2,615 | $6,041-56.7% | $5,151-49.2% | $4,866-46.3% |
| Participant deferral / active EE | $4,696 | $6,980-32.7% | $6,230-24.6% | $5,352-12.2% |
| Admin fee / account holder | $13,607 | $11,198+21.5% | $9,015+50.9% | $9,540+42.6% |