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 7-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 | $8,975 | $60,892-85.3% | $82,389-89.1% | $84,808-89.4% |
| Participation rate | 76.9% | 63.3%+13.7pp | 69.5%+7.4pp | 68.3%+8.6pp |
| Annual return | 19.21% | 37.29%-18.1pp | 28.67%-9.5pp | 40.90%-21.7pp |
| Employer contribution / active EE | $665 | $1,779-62.6% | $2,517-73.6% | $2,631-74.7% |
| Participant deferral / active EE | $2,066 | $3,179-35.0% | $4,155-50.3% | $4,212-50.9% |
| Admin fee / account holder | $873 | $5,467-84.0% | $7,231-87.9% | $7,344-88.1% |