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 7-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 | $39,278 | $86,929-54.8% | $102,423-61.7% | $80,856-51.4% |
| Participation rate | 76.6% | 72.4%+4.2pp | 76.5%+0.1pp | 67.6%+9.0pp |
| Annual return | 18.87% | 18.88%0pp | 29.32%-10.5pp | 35.59%-16.7pp |
| Employer contribution / active EE | $2,534 | $2,369+6.9% | $3,023-16.2% | $2,755-8.0% |
| Participant deferral / active EE | $7,316 | $4,118+77.6% | $5,053+44.8% | $4,296+70.3% |
| Admin fee / account holder | $4,158 | $8,049-48.3% | $9,451-56.0% | $6,918-39.9% |