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 | $28,884 | $96,557-70.1% | $80,975-64.3% | $273,961-89.5% |
| Participation rate | 83.3% | 79.1%+4.2pp | 75.8%+7.5pp | 83.0%+0.3pp |
| Annual return | 6.57% | 15.14%-8.6pp | 17.10%-10.5pp | 41.45%-34.9pp |
| Employer contribution / active EE | $1,931 | $4,868-60.3% | $3,714-48.0% | $4,869-60.3% |
| Participant deferral / active EE | $3,285 | $6,598-50.2% | $5,696-42.3% | $5,287-37.9% |
| Admin fee / account holder | $1,997 | $7,492-73.3% | $5,516-63.8% | $10,132-80.3% |