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 | $12,752 | $81,248-84.3% | $155,509-91.8% | $80,856-84.2% |
| Participation rate | 86.3% | 66.2%+20.0pp | 78.2%+8.1pp | 67.6%+18.6pp |
| Annual return | 14.93% | 33.31%-18.4pp | 64.67%-49.7pp | 35.59%-20.7pp |
| Employer contribution / active EE | $638 | $3,100-79.4% | $4,672-86.3% | $2,755-76.8% |
| Participant deferral / active EE | $1,350 | $3,452-60.9% | $5,626-76.0% | $4,296-68.6% |
| Admin fee / account holder | $3,203 | $7,997-60.0% | $15,912-79.9% | $6,918-53.7% |