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 | $24,659 | $74,927-67.1% | $101,794-75.8% | $84,808-70.9% |
| Participation rate | 71.1% | 61.4%+9.7pp | 69.2%+1.9pp | 68.3%+2.7pp |
| Annual return | 14.58% | 18.70%-4.1pp | 30.53%-15.9pp | 40.90%-26.3pp |
| Employer contribution / active EE | $475 | $1,522-68.8% | $2,289-79.2% | $2,631-81.9% |
| Participant deferral / active EE | $4,312 | $3,099+39.1% | $4,084+5.6% | $4,212+2.4% |
| Admin fee / account holder | $9,109 | $6,514+39.8% | $8,777+3.8% | $7,344+24.0% |