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 | $32,422 | $59,839-45.8% | $81,983-60.5% | $79,858-59.4% |
| Participation rate | 95.5% | 61.6%+33.9pp | 69.2%+26.3pp | 69.6%+25.9pp |
| Annual return | 10.47% | 17.56%-7.1pp | 41.31%-30.8pp | 31.71%-21.2pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,697 | $2,695-37.0% | $3,722-54.4% | $3,740-54.6% |
| Admin fee / account holder | $4,796 | $4,287+11.9% | $5,664-15.3% | $5,306-9.6% |