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 | $40,315 | $76,367-47.2% | $93,606-56.9% | $72,985-44.8% |
| Participation rate | 83.6% | 71.7%+11.9pp | 75.8%+7.8pp | 69.5%+14.1pp |
| Annual return | 22.45% | 25.82%-3.4pp | 32.76%-10.3pp | 81.00%-58.6pp |
| Employer contribution / active EE | $656 | $2,275-71.2% | $2,718-75.9% | $2,440-73.1% |
| Participant deferral / active EE | $2,451 | $3,538-30.7% | $4,069-39.7% | $3,607-32.0% |
| Admin fee / account holder | $1,669 | $6,838-75.6% | $7,888-78.8% | $5,124-67.4% |