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 | $52,406 | $95,803-45.3% | $113,168-53.7% | $84,808-38.2% |
| Participation rate | 88.6% | 72.9%+15.7pp | 76.6%+12.0pp | 68.3%+20.3pp |
| Annual return | 18.78% | 25.00%-6.2pp | 24.27%-5.5pp | 40.90%-22.1pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $7,726 | $4,242+82.1% | $5,107+51.3% | $4,212+83.5% |
| Admin fee / account holder | $2,439 | $8,989-72.9% | $12,068-79.8% | $7,344-66.8% |