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 | $57,378 | $76,552-25.0% | $123,892-53.7% | $62,891-8.8% |
| Participation rate | 74.1% | 73.0%+1.1pp | 81.4%-7.3pp | 69.3%+4.8pp |
| Annual return | 8.11% | 18.68%-10.6pp | 47.52%-39.4pp | 20.14%-12.0pp |
| Employer contribution / active EE | $0 | $2,883-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,613 | $4,840-4.7% | $5,984-22.9% | $3,203+44.0% |
| Admin fee / account holder | $1,010 | $4,826-79.1% | $8,357-87.9% | $4,296-76.5% |