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 | $44,161 | $77,634-43.1% | $156,549-71.8% | $62,891-29.8% |
| Participation rate | 86.7% | 71.2%+15.5pp | 84.0%+2.7pp | 69.3%+17.4pp |
| Annual return | 8.57% | 50.32%-41.7pp | 32.23%-23.7pp | 20.14%-11.6pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,580 | $3,045-15.3% | $4,871-47.0% | $3,203-19.5% |
| Admin fee / account holder | $3,367 | $5,561-39.5% | $13,027-74.2% | $4,296-21.6% |