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 | $36,731 | $80,968-54.6% | $96,544-62.0% | $75,163-51.1% |
| Participation rate | 78.1% | 71.8%+6.4pp | 76.0%+2.2pp | 67.2%+10.9pp |
| Annual return | 13.69% | 27.06%-13.4pp | 25.84%-12.2pp | 160.62%-146.9pp |
| Employer contribution / active EE | $1,377 | $2,282-39.7% | $2,965-53.6% | $2,670-48.4% |
| Participant deferral / active EE | $0 | $3,928-100.0% | $4,851-100.0% | $4,125-100.0% |
| Admin fee / account holder | $710 | $6,724-89.4% | $8,252-91.4% | $5,651-87.4% |