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 | $11,559 | $80,717-85.7% | $154,803-92.5% | $84,808-86.4% |
| Participation rate | 96.4% | 66.8%+29.6pp | 78.1%+18.4pp | 68.3%+28.1pp |
| Annual return | 15.67% | 37.96%-22.3pp | 58.88%-43.2pp | 40.90%-25.2pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,359 | $3,303-28.6% | $5,540-57.4% | $4,212-44.0% |
| Admin fee / account holder | $7,816 | $6,746+15.9% | $14,329-45.5% | $7,344+6.4% |