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 | $32,974 | $99,079-66.7% | $77,999-57.7% | $273,961-88.0% |
| Participation rate | 77.8% | 78.6%-0.8pp | 75.5%+2.3pp | 83.0%-5.2pp |
| Annual return | 2.35% | 217.93%-215.6pp | 425.96%-423.6pp | 41.45%-39.1pp |
| Employer contribution / active EE | $926 | $3,308-72.0% | $2,470-62.5% | $4,869-81.0% |
| Participant deferral / active EE | $1,481 | $4,306-65.6% | $3,497-57.6% | $5,287-72.0% |
| Admin fee / account holder | $10,852 | $8,954+21.2% | $5,480+98.0% | $10,132+7.1% |