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 | $20,394 | $81,248-74.9% | $155,509-86.9% | $80,856-74.8% |
| Participation rate | 97.5% | 66.2%+31.3pp | 78.2%+19.3pp | 67.6%+29.9pp |
| Annual return | 12.58% | 33.31%-20.7pp | 64.67%-52.1pp | 35.59%-23.0pp |
| Employer contribution / active EE | $1,886 | $3,100-39.2% | $4,672-59.6% | $2,755-31.5% |
| Participant deferral / active EE | $1,506 | $3,452-56.4% | $5,626-73.2% | $4,296-64.9% |
| Admin fee / account holder | $3,230 | $7,997-59.6% | $15,912-79.7% | $6,918-53.3% |