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 | $35,863 | $72,277-50.4% | $101,248-64.6% | $79,858-55.1% |
| Participation rate | 90.0% | 68.5%+21.5pp | 75.8%+14.2pp | 69.6%+20.4pp |
| Annual return | 11.54% | 22.30%-10.8pp | 46.47%-34.9pp | 31.71%-20.2pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,151 | $3,282-34.5% | $4,370-50.8% | $3,740-42.5% |
| Admin fee / account holder | $9,032 | $4,400+105.3% | $5,945+51.9% | $5,306+70.2% |