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 | $38,509 | $60,892-36.8% | $82,389-53.3% | $84,808-54.6% |
| Participation rate | 72.4% | 63.3%+9.1pp | 69.5%+2.9pp | 68.3%+4.1pp |
| Annual return | 13.10% | 37.29%-24.2pp | 28.67%-15.6pp | 40.90%-27.8pp |
| Employer contribution / active EE | $1,025 | $1,779-42.4% | $2,517-59.3% | $2,631-61.1% |
| Participant deferral / active EE | $2,125 | $3,179-33.2% | $4,155-48.9% | $4,212-49.6% |
| Admin fee / account holder | $2,743 | $5,467-49.8% | $7,231-62.1% | $7,344-62.7% |