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 6-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 | $42,893 | $93,571-54.2% | $135,903-68.4% | $75,163-42.9% |
| Participation rate | 82.1% | 75.2%+7.0pp | 81.9%+0.2pp | 67.2%+15.0pp |
| Annual return | 25.61% | 30.90%-5.3pp | 68.23%-42.6pp | 160.62%-135.0pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,297 | $6,404-48.5% | $7,758-57.5% | $4,125-20.1% |
| Admin fee / account holder | $593 | $6,975-91.5% | $10,762-94.5% | $5,651-89.5% |