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 | $32,092 | $80,717-60.2% | $154,803-79.3% | $84,808-62.2% |
| Participation rate | 97.6% | 66.8%+30.8pp | 78.1%+19.5pp | 68.3%+29.3pp |
| Annual return | 18.07% | 37.96%-19.9pp | 58.88%-40.8pp | 40.90%-22.8pp |
| Employer contribution / active EE | $588 | $2,761-78.7% | $4,305-86.3% | $2,631-77.6% |
| Participant deferral / active EE | $2,833 | $3,303-14.2% | $5,540-48.9% | $4,212-32.7% |
| Admin fee / account holder | $1,223 | $6,746-81.9% | $14,329-91.5% | $7,344-83.3% |