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 4-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 | $40,574 | $107,452-62.2% | $91,541-55.7% | $142,382-71.5% |
| Participation rate | 77.8% | 75.1%+2.7pp | 69.8%+8.0pp | 80.1%-2.3pp |
| Annual return | 17.78% | 22.06%-4.3pp | 20.50%-2.7pp | 217.08%-199.3pp |
| Employer contribution / active EE | $2,335 | $2,994-22.0% | $2,505-6.8% | $4,299-45.7% |
| Participant deferral / active EE | $3,848 | $4,754-19.1% | $4,008-4.0% | $6,507-40.9% |
| Admin fee / account holder | $1,758 | $8,834-80.1% | $6,956-74.7% | $12,624-86.1% |