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 | $34,686 | $39,122-11.3% | $57,179-39.3% | $62,891-44.8% |
| Participation rate | 97.4% | 70.5%+26.9pp | 75.3%+22.1pp | 69.3%+28.1pp |
| Annual return | 4.18% | 9.23%-5.1pp | 14.59%-10.4pp | 20.14%-16.0pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,682-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,073 | $2,374-12.7% | $3,096-33.0% | $3,203-35.3% |
| Admin fee / account holder | $10,802 | $2,592+316.7% | $3,139+244.1% | $4,296+151.5% |