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 | $36,138 | $158,817-77.2% | $121,196-70.2% | $135,375-73.3% |
| Participation rate | 78.9% | 79.3%-0.4pp | 71.7%+7.2pp | 82.6%-3.7pp |
| Annual return | 11.95% | -0.64%+12.6pp | 16.93%-5.0pp | 519.73%-507.8pp |
| Employer contribution / active EE | $0 | $5,665-100.0% | $4,022-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,939 | $4,005-26.6% | $3,344-12.1% | $5,609-47.6% |
| Admin fee / account holder | $1,148 | $6,512-82.4% | $5,019-77.1% | $10,827-89.4% |