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 | $30,205 | $76,367-60.4% | $93,606-67.7% | $72,985-58.6% |
| Participation rate | 79.1% | 71.7%+7.3pp | 75.8%+3.2pp | 69.5%+9.6pp |
| Annual return | 20.74% | 25.82%-5.1pp | 32.76%-12.0pp | 81.00%-60.3pp |
| Employer contribution / active EE | $976 | $2,275-57.1% | $2,718-64.1% | $2,440-60.0% |
| Participant deferral / active EE | $2,006 | $3,538-43.3% | $4,069-50.7% | $3,607-44.4% |
| Admin fee / account holder | $1,808 | $6,838-73.6% | $7,888-77.1% | $5,124-64.7% |