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 | $22,917 | $60,022-61.8% | $88,946-74.2% | $84,808-73.0% |
| Participation rate | 71.4% | 57.8%+13.6pp | 68.8%+2.6pp | 68.3%+3.1pp |
| Annual return | 18.51% | 22.43%-3.9pp | 57.82%-39.3pp | 40.90%-22.4pp |
| Employer contribution / active EE | $1,376 | $1,703-19.2% | $2,555-46.1% | $2,631-47.7% |
| Participant deferral / active EE | $3,321 | $3,114+6.7% | $4,581-27.5% | $4,212-21.1% |
| Admin fee / account holder | $1,086 | $4,811-77.4% | $8,261-86.9% | $7,344-85.2% |