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 | $31,790 | $76,367-58.4% | $93,606-66.0% | $72,985-56.4% |
| Participation rate | 87.8% | 71.7%+16.1pp | 75.8%+12.0pp | 69.5%+18.3pp |
| Annual return | 22.73% | 25.82%-3.1pp | 32.76%-10.0pp | 81.00%-58.3pp |
| Employer contribution / active EE | $1,463 | $2,275-35.7% | $2,718-46.2% | $2,440-40.0% |
| Participant deferral / active EE | $2,112 | $3,538-40.3% | $4,069-48.1% | $3,607-41.4% |
| Admin fee / account holder | $375 | $6,838-94.5% | $7,888-95.2% | $5,124-92.7% |