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 5-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 | $20,970 | $64,839-67.7% | $95,585-78.1% | $84,808-75.3% |
| Participation rate | 92.0% | 63.8%+28.2pp | 72.1%+19.9pp | 68.3%+23.7pp |
| Annual return | 18.21% | -670.96%+689.2pp | 38.56%-20.3pp | 40.90%-22.7pp |
| Employer contribution / active EE | $1,500 | $1,759-14.7% | $2,527-40.6% | $2,631-43.0% |
| Participant deferral / active EE | $3,582 | $2,965+20.8% | $4,023-10.9% | $4,212-14.9% |
| Admin fee / account holder | $929 | $5,964-84.4% | $6,127-84.8% | $7,344-87.3% |