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 | $38,977 | $140,578-72.3% | $100,671-61.3% | $125,391-68.9% |
| Participation rate | 76.9% | 80.4%-3.5pp | 70.7%+6.2pp | 83.2%-6.3pp |
| Annual return | 2.91% | 24.67%-21.8pp | 20.43%-17.5pp | 282.22%-279.3pp |
| Employer contribution / active EE | $93 | $5,965-98.4% | $4,012-97.7% | $4,866-98.1% |
| Participant deferral / active EE | $1,872 | $3,981-53.0% | $3,144-40.5% | $5,352-65.0% |
| Admin fee / account holder | $12,033 | $6,716+79.2% | $4,850+148.1% | $9,540+26.1% |