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 | $41,995 | $86,929-51.7% | $102,423-59.0% | $80,856-48.1% |
| Participation rate | 95.8% | 72.4%+23.5pp | 76.5%+19.3pp | 67.6%+28.2pp |
| Annual return | 48.61% | 18.88%+29.7pp | 29.32%+19.3pp | 35.59%+13.0pp |
| Employer contribution / active EE | $760 | $2,369-67.9% | $3,023-74.9% | $2,755-72.4% |
| Participant deferral / active EE | $2,311 | $4,118-43.9% | $5,053-54.3% | $4,296-46.2% |
| Admin fee / account holder | $14,727 | $8,049+83.0% | $9,451+55.8% | $6,918+112.9% |