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 | $45,436 | $64,839-29.9% | $95,585-52.5% | $84,808-46.4% |
| Participation rate | 77.0% | 63.8%+13.2pp | 72.1%+4.9pp | 68.3%+8.7pp |
| Annual return | 16.90% | -670.96%+687.9pp | 38.56%-21.7pp | 40.90%-24.0pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,527-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,457 | $2,965-17.1% | $4,023-38.9% | $4,212-41.6% |
| Admin fee / account holder | $5,571 | $5,964-6.6% | $6,127-9.1% | $7,344-24.1% |