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 8-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 | $36,618 | $74,927-51.1% | $101,794-64.0% | $84,808-56.8% |
| Participation rate | 78.7% | 61.4%+17.3pp | 69.2%+9.5pp | 68.3%+10.4pp |
| Annual return | 18.64% | 18.70%-0.1pp | 30.53%-11.9pp | 40.90%-22.3pp |
| Employer contribution / active EE | $486 | $1,522-68.0% | $2,289-78.7% | $2,631-81.5% |
| Participant deferral / active EE | $3,100 | $3,0990% | $4,084-24.1% | $4,212-26.4% |
| Admin fee / account holder | $2,424 | $6,514-62.8% | $8,777-72.4% | $7,344-67.0% |