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 | $39,952 | $68,719-41.9% | $91,541-56.4% | $84,808-52.9% |
| Participation rate | 98.5% | 64.5%+34.0pp | 69.8%+28.7pp | 68.3%+30.2pp |
| Annual return | 15.98% | 19.12%-3.1pp | 20.50%-4.5pp | 40.90%-24.9pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $2,505-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $5,519 | $3,136+76.0% | $4,008+37.7% | $4,212+31.0% |
| Admin fee / account holder | $1,826 | $5,786-68.5% | $6,956-73.8% | $7,344-75.1% |