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 4-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 | $19,112 | $107,452-82.2% | $91,541-79.1% | $142,382-86.6% |
| Participation rate | 78.6% | 75.1%+3.5pp | 69.8%+8.8pp | 80.1%-1.5pp |
| Annual return | 13.82% | 22.06%-8.2pp | 20.50%-6.7pp | 217.08%-203.3pp |
| Employer contribution / active EE | $846 | $2,994-71.7% | $2,505-66.2% | $4,299-80.3% |
| Participant deferral / active EE | $2,644 | $4,754-44.4% | $4,008-34.0% | $6,507-59.4% |
| Admin fee / account holder | $7,344 | $8,834-16.9% | $6,956+5.6% | $12,624-41.8% |