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 | $38,455 | $64,839-40.7% | $95,585-59.8% | $84,808-54.7% |
| Participation rate | 83.8% | 63.8%+20.0pp | 72.1%+11.7pp | 68.3%+15.5pp |
| Annual return | 14.90% | -670.96%+685.9pp | 38.56%-23.7pp | 40.90%-26.0pp |
| Employer contribution / active EE | $949 | $1,759-46.0% | $2,527-62.4% | $2,631-63.9% |
| Participant deferral / active EE | $1,989 | $2,965-32.9% | $4,023-50.6% | $4,212-52.8% |
| Admin fee / account holder | $11,066 | $5,964+85.5% | $6,127+80.6% | $7,344+50.7% |