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 9-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 | $43,886 | $87,013-49.6% | $106,213-58.7% | $80,856-45.7% |
| Participation rate | 70.6% | 70.4%+0.2pp | 75.3%-4.7pp | 67.6%+3.0pp |
| Annual return | 12.66% | 17.05%-4.4pp | 116.14%-103.5pp | 35.59%-22.9pp |
| Employer contribution / active EE | $1,611 | $2,395-32.8% | $3,171-49.2% | $2,755-41.5% |
| Participant deferral / active EE | $3,883 | $3,986-2.6% | $5,016-22.6% | $4,296-9.6% |
| Admin fee / account holder | $1,804 | $8,431-78.6% | $11,033-83.6% | $6,918-73.9% |