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 | $40,044 | $80,717-50.4% | $154,803-74.1% | $84,808-52.8% |
| Participation rate | 97.6% | 66.8%+30.8pp | 78.1%+19.5pp | 68.3%+29.3pp |
| Annual return | 18.28% | 37.96%-19.7pp | 58.88%-40.6pp | 40.90%-22.6pp |
| Employer contribution / active EE | $1,860 | $2,761-32.6% | $4,305-56.8% | $2,631-29.3% |
| Participant deferral / active EE | $5,678 | $3,303+71.9% | $5,540+2.5% | $4,212+34.8% |
| Admin fee / account holder | $560 | $6,746-91.7% | $14,329-96.1% | $7,344-92.4% |