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 4-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 | $37,969 | $80,673-52.9% | $101,326-62.5% | $84,808-55.2% |
| Participation rate | 90.6% | 77.8%+12.8pp | 81.5%+9.1pp | 68.3%+22.3pp |
| Annual return | 24.57% | 38.95%-14.4pp | 36.82%-12.3pp | 40.90%-16.3pp |
| Employer contribution / active EE | $72 | $2,698-97.3% | $3,665-98.0% | $2,631-97.3% |
| Participant deferral / active EE | $13,390 | $6,840+95.7% | $7,994+67.5% | $4,212+217.9% |
| Admin fee / account holder | $5,920 | $12,784-53.7% | $11,185-47.1% | $7,344-19.4% |