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 8-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 | $42,074 | $101,724-58.6% | $164,813-74.5% | $80,856-48.0% |
| Participation rate | 71.4% | 71.8%-0.4pp | 78.6%-7.2pp | 67.6%+3.8pp |
| Annual return | 13.05% | 16.72%-3.7pp | 69.93%-56.9pp | 35.59%-22.5pp |
| Employer contribution / active EE | $1,545 | $2,953-47.7% | $4,341-64.4% | $2,755-43.9% |
| Participant deferral / active EE | $2,194 | $4,477-51.0% | $6,031-63.6% | $4,296-48.9% |
| Admin fee / account holder | $2,298 | $8,227-72.1% | $12,690-81.9% | $6,918-66.8% |