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 4-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 | $20,328 | $60,022-66.1% | $88,946-77.1% | $84,808-76.0% |
| Participation rate | 83.3% | 57.8%+25.5pp | 68.8%+14.5pp | 68.3%+15.0pp |
| Annual return | 20.52% | 22.43%-1.9pp | 57.82%-37.3pp | 40.90%-20.4pp |
| Employer contribution / active EE | $1,889 | $1,703+10.9% | $2,555-26.1% | $2,631-28.2% |
| Participant deferral / active EE | $4,813 | $3,114+54.6% | $4,581+5.0% | $4,212+14.3% |
| Admin fee / account holder | $1,529 | $4,811-68.2% | $8,261-81.5% | $7,344-79.2% |