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 6-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 | $19,429 | $60,022-67.6% | $88,946-78.2% | $84,808-77.1% |
| Participation rate | 70.3% | 57.8%+12.4pp | 68.8%+1.4pp | 68.3%+2.0pp |
| Annual return | 15.71% | 22.43%-6.7pp | 57.82%-42.1pp | 40.90%-25.2pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,126 | $3,114+0.4% | $4,581-31.8% | $4,212-25.8% |
| Admin fee / account holder | $1,787 | $4,811-62.9% | $8,261-78.4% | $7,344-75.7% |