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 3-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 | $14,773 | $60,022-75.4% | $88,946-83.4% | $84,808-82.6% |
| Participation rate | 88.7% | 57.8%+30.8pp | 68.8%+19.8pp | 68.3%+20.4pp |
| Annual return | 16.75% | 22.43%-5.7pp | 57.82%-41.1pp | 40.90%-24.1pp |
| Employer contribution / active EE | $2,338 | $1,703+37.3% | $2,555-8.5% | $2,631-11.2% |
| Participant deferral / active EE | $4,206 | $3,114+35.1% | $4,581-8.2% | $4,212-0.1% |
| Admin fee / account holder | $817 | $4,811-83.0% | $8,261-90.1% | $7,344-88.9% |