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 | $43,625 | $72,492-39.8% | $87,100-49.9% | $72,985-40.2% |
| Participation rate | 93.1% | 72.8%+20.3pp | 76.9%+16.2pp | 69.5%+23.6pp |
| Annual return | 24.04% | 24.46%-0.4pp | 28.19%-4.1pp | 81.00%-57.0pp |
| Employer contribution / active EE | $1,030 | $1,894-45.6% | $2,521-59.2% | $2,440-57.8% |
| Participant deferral / active EE | $3,188 | $3,270-2.5% | $4,049-21.3% | $3,607-11.6% |
| Admin fee / account holder | $513 | $5,055-89.9% | $7,497-93.2% | $5,124-90.0% |