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 | $13,968 | $60,892-77.1% | $82,389-83.0% | $84,808-83.5% |
| Participation rate | 90.5% | 63.3%+27.2pp | 69.5%+20.9pp | 68.3%+22.2pp |
| Annual return | 16.05% | 37.29%-21.2pp | 28.67%-12.6pp | 40.90%-24.8pp |
| Employer contribution / active EE | $1,388 | $1,779-22.0% | $2,517-44.8% | $2,631-47.2% |
| Participant deferral / active EE | $2,992 | $3,179-5.9% | $4,155-28.0% | $4,212-28.9% |
| Admin fee / account holder | $341 | $5,467-93.8% | $7,231-95.3% | $7,344-95.4% |