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 10-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 | $40,311 | $95,803-57.9% | $113,168-64.4% | $84,808-52.5% |
| Participation rate | 87.9% | 72.9%+15.1pp | 76.6%+11.4pp | 68.3%+19.6pp |
| Annual return | 12.63% | 25.00%-12.4pp | 24.27%-11.6pp | 40.90%-28.3pp |
| Employer contribution / active EE | $962 | $2,360-59.2% | $2,975-67.7% | $2,631-63.4% |
| Participant deferral / active EE | $2,309 | $4,242-45.6% | $5,107-54.8% | $4,212-45.2% |
| Admin fee / account holder | $1,841 | $8,989-79.5% | $12,068-84.7% | $7,344-74.9% |