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 7-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 | $41,900 | $77,503-45.9% | $100,391-58.3% | $80,856-48.2% |
| Participation rate | 90.5% | 76.9%+13.5pp | 81.5%+9.0pp | 67.6%+22.8pp |
| Annual return | 22.88% | 37.20%-14.3pp | 49.20%-26.3pp | 35.59%-12.7pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $10,962 | $6,820+60.7% | $8,082+35.6% | $4,296+155.2% |
| Admin fee / account holder | $7,462 | $5,897+26.5% | $7,899-5.5% | $6,918+7.9% |