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 | $40,526 | $89,753-54.8% | $107,525-62.3% | $84,808-52.2% |
| Participation rate | 72.0% | 68.1%+3.9pp | 75.1%-3.1pp | 68.3%+3.7pp |
| Annual return | 17.37% | 29.48%-12.1pp | 181.32%-163.9pp | 40.90%-23.5pp |
| Employer contribution / active EE | $2,043 | $3,113-34.4% | $3,754-45.6% | $2,631-22.3% |
| Participant deferral / active EE | $2,613 | $4,056-35.6% | $5,116-48.9% | $4,212-37.9% |
| Admin fee / account holder | $721 | $7,222-90.0% | $8,919-91.9% | $7,344-90.2% |