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 | $62,020 | $135,952-54.4% | $123,892-49.9% | $273,961-77.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.39% | 56.63%-51.2pp | 47.52%-42.1pp | 41.45%-36.1pp |
| Employer contribution / active EE | $1,263 | $5,170-75.6% | $4,617-72.6% | $4,869-74.1% |
| Participant deferral / active EE | $3,249 | $6,343-48.8% | $5,984-45.7% | $5,287-38.6% |
| Admin fee / account holder | $40,967 | $9,817+317.3% | $8,357+390.2% | $10,132+304.3% |