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 | $43,857 | $80,717-45.7% | $154,803-71.7% | $84,808-48.3% |
| Participation rate | 76.7% | 66.8%+9.9pp | 78.1%-1.3pp | 68.3%+8.4pp |
| Annual return | 14.38% | 37.96%-23.6pp | 58.88%-44.5pp | 40.90%-26.5pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,003 | $3,303-9.1% | $5,540-45.8% | $4,212-28.7% |
| Admin fee / account holder | $857 | $6,746-87.3% | $14,329-94.0% | $7,344-88.3% |