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 8-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 | $52,942 | $95,803-44.7% | $113,168-53.2% | $84,808-37.6% |
| Participation rate | 87.2% | 72.9%+14.3pp | 76.6%+10.6pp | 68.3%+18.9pp |
| Annual return | 12.94% | 25.00%-12.1pp | 24.27%-11.3pp | 40.90%-28.0pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,450 | $4,242-42.2% | $5,107-52.0% | $4,212-41.8% |
| Admin fee / account holder | $3,490 | $8,989-61.2% | $12,068-71.1% | $7,344-52.5% |