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 | $42,747 | $80,968-47.2% | $96,544-55.7% | $75,163-43.1% |
| Participation rate | 94.4% | 71.8%+22.7pp | 76.0%+18.5pp | 67.2%+27.3pp |
| Annual return | 40.50% | 27.06%+13.4pp | 25.84%+14.7pp | 160.62%-120.1pp |
| Employer contribution / active EE | $920 | $2,282-59.7% | $2,965-69.0% | $2,670-65.5% |
| Participant deferral / active EE | $2,710 | $3,928-31.0% | $4,851-44.1% | $4,125-34.3% |
| Admin fee / account holder | $3,231 | $6,724-52.0% | $8,252-60.8% | $5,651-42.8% |