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 | $26,117 | $60,022-56.5% | $88,946-70.6% | $84,808-69.2% |
| Participation rate | 83.3% | 57.8%+25.5pp | 68.8%+14.5pp | 68.3%+15.0pp |
| Annual return | 18.66% | 22.43%-3.8pp | 57.82%-39.2pp | 40.90%-22.2pp |
| Employer contribution / active EE | $2,298 | $1,703+35.0% | $2,555-10.0% | $2,631-12.6% |
| Participant deferral / active EE | $3,258 | $3,114+4.6% | $4,581-28.9% | $4,212-22.6% |
| Admin fee / account holder | $2,982 | $4,811-38.0% | $8,261-63.9% | $7,344-59.4% |