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 9-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 | $40,788 | $54,705-25.4% | $71,209-42.7% | $84,808-51.9% |
| Participation rate | 73.1% | 64.1%+9.0pp | 73.8%-0.7pp | 68.3%+4.8pp |
| Annual return | 21.02% | 35.90%-14.9pp | 282.51%-261.5pp | 40.90%-19.9pp |
| Employer contribution / active EE | $1,636 | $2,158-24.2% | $2,721-39.9% | $2,631-37.8% |
| Participant deferral / active EE | $3,073 | $3,030+1.4% | $4,175-26.4% | $4,212-27.0% |
| Admin fee / account holder | $3,245 | $4,863-33.3% | $5,349-39.3% | $7,344-55.8% |