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 3-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 | $35,617 | $80,673-55.9% | $101,326-64.8% | $84,808-58.0% |
| Participation rate | 92.9% | 77.8%+15.1pp | 81.5%+11.4pp | 68.3%+24.5pp |
| Annual return | 17.62% | 38.95%-21.3pp | 36.82%-19.2pp | 40.90%-23.3pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,739 | $6,840-45.3% | $7,994-53.2% | $4,212-11.2% |
| Admin fee / account holder | $1,677 | $12,784-86.9% | $11,185-85.0% | $7,344-77.2% |