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 | $37,038 | $76,050-51.3% | $96,544-61.6% | $71,457-48.2% |
| Participation rate | 78.1% | 74.4%+3.7pp | 76.0%+2.1pp | 67.9%+10.1pp |
| Annual return | 15.39% | 22.81%-7.4pp | 25.84%-10.5pp | 28.85%-13.5pp |
| Employer contribution / active EE | $0 | $2,244-100.0% | $2,965-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $2,929 | $4,215-30.5% | $4,851-39.6% | $4,289-31.7% |
| Admin fee / account holder | $1,307 | $2,707-51.7% | $8,252-84.2% | $1,587-17.6% |