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 9-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 | $36,558 | $99,341-63.2% | $84,750-56.9% | $273,961-86.7% |
| Participation rate | 75.0% | 80.7%-5.7pp | 76.6%-1.6pp | 83.0%-8.0pp |
| Annual return | 5.64% | 22.93%-17.3pp | 22.78%-17.1pp | 41.45%-35.8pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,456 | $4,269-19.1% | $3,712-6.9% | $5,287-34.6% |
| Admin fee / account holder | $15,363 | $6,644+131.2% | $5,332+188.1% | $10,132+51.6% |