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 10-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 | $36,643 | $74,927-51.1% | $101,794-64.0% | $84,808-56.8% |
| Participation rate | 83.9% | 61.4%+22.5pp | 69.2%+14.7pp | 68.3%+15.6pp |
| Annual return | 15.39% | 18.70%-3.3pp | 30.53%-15.1pp | 40.90%-25.5pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,957 | $3,099+27.7% | $4,084-3.1% | $4,212-6.0% |
| Admin fee / account holder | $15,956 | $6,514+145.0% | $8,777+81.8% | $7,344+117.3% |