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 | $36,126 | $58,828-38.6% | $77,999-53.7% | $62,891-42.6% |
| Participation rate | 77.2% | 71.1%+6.1pp | 75.5%+1.7pp | 69.3%+7.9pp |
| Annual return | 5.43% | 17.16%-11.7pp | 425.96%-420.5pp | 20.14%-14.7pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,525 | $2,686-6.0% | $3,497-27.8% | $3,203-21.2% |
| Admin fee / account holder | $2,894 | $4,393-34.1% | $5,480-47.2% | $4,296-32.6% |