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 | $64,656 | $162,781-60.3% | $133,956-51.7% | $158,922-59.3% |
| Participation rate | 84.2% | 83.2%+1.0pp | 79.8%+4.4pp | 82.0%+2.3pp |
| Annual return | 9.20% | 41.94%-32.7pp | 45.09%-35.9pp | 302.83%-293.6pp |
| Employer contribution / active EE | $1,316 | $4,975-73.6% | $3,919-66.4% | $4,761-72.4% |
| Participant deferral / active EE | $0 | $5,911-100.0% | $5,048-100.0% | $5,982-100.0% |
| Admin fee / account holder | $10,571 | $11,736-9.9% | $8,927+18.4% | $11,246-6.0% |