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 6-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 | $39,297 | $72,277-45.6% | $101,248-61.2% | $79,858-50.8% |
| Participation rate | 79.4% | 68.5%+11.0pp | 75.8%+3.6pp | 69.6%+9.8pp |
| Annual return | 16.48% | 22.30%-5.8pp | 46.47%-30.0pp | 31.71%-15.2pp |
| Employer contribution / active EE | $1,762 | $2,692-34.5% | $3,660-51.8% | $2,471-28.7% |
| Participant deferral / active EE | $3,095 | $3,282-5.7% | $4,370-29.2% | $3,740-17.2% |
| Admin fee / account holder | $1,488 | $4,400-66.2% | $5,945-75.0% | $5,306-72.0% |