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 | $43,265 | $65,365-33.8% | $92,893-53.4% | $72,985-40.7% |
| Participation rate | 70.5% | 68.3%+2.2pp | 76.0%-5.5pp | 69.5%+1.0pp |
| Annual return | 20.36% | 42.10%-21.7pp | 109.41%-89.1pp | 81.00%-60.6pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,210 | $3,128-29.4% | $4,236-47.8% | $3,607-38.7% |
| Admin fee / account holder | $1,046 | $4,251-75.4% | $5,794-81.9% | $5,124-79.6% |