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 8-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 | $29,562 | $43,327-31.8% | $59,878-50.6% | $64,186-53.9% |
| Participation rate | 97.7% | 69.2%+28.5pp | 74.7%+23.0pp | 69.6%+28.1pp |
| Annual return | 10.76% | -1.55%+12.3pp | 3.46%+7.3pp | 7.63%+3.1pp |
| Employer contribution / active EE | $948 | $2,028-53.3% | $2,722-65.2% | $2,381-60.2% |
| Participant deferral / active EE | $0 | $2,546-100.0% | $3,402-100.0% | $3,470-100.0% |
| Admin fee / account holder | $345 | $3,005-88.5% | $3,590-90.4% | $4,888-92.9% |