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 | $19,426 | $80,717-75.9% | $154,803-87.5% | $84,808-77.1% |
| Participation rate | 75.0% | 66.8%+8.2pp | 78.1%-3.1pp | 68.3%+6.7pp |
| Annual return | 16.48% | 37.96%-21.5pp | 58.88%-42.4pp | 40.90%-24.4pp |
| Employer contribution / active EE | $1,202 | $2,761-56.5% | $4,305-72.1% | $2,631-54.3% |
| Participant deferral / active EE | $1,727 | $3,303-47.7% | $5,540-68.8% | $4,212-59.0% |
| Admin fee / account holder | $2,916 | $6,746-56.8% | $14,329-79.7% | $7,344-60.3% |