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 | $42,735 | $49,227-13.2% | $70,449-39.3% | $79,858-46.5% |
| Participation rate | 95.7% | 69.2%+26.5pp | 75.1%+20.6pp | 69.6%+26.0pp |
| Annual return | 15.72% | 30.06%-14.3pp | 109.03%-93.3pp | 31.71%-16.0pp |
| Employer contribution / active EE | $0 | $2,099-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $10,681 | $2,768+285.9% | $3,709+188.0% | $3,740+185.6% |
| Admin fee / account holder | $3,182 | $2,878+10.6% | $3,845-17.2% | $5,306-40.0% |