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 3-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 | $10,507 | $80,717-87.0% | $154,803-93.2% | $84,808-87.6% |
| Participation rate | 92.7% | 66.8%+25.9pp | 78.1%+14.7pp | 68.3%+24.4pp |
| Annual return | 20.92% | 37.96%-17.0pp | 58.88%-38.0pp | 40.90%-20.0pp |
| Employer contribution / active EE | $2,147 | $2,761-22.2% | $4,305-50.1% | $2,631-18.4% |
| Participant deferral / active EE | $3,717 | $3,303+12.5% | $5,540-32.9% | $4,212-11.7% |
| Admin fee / account holder | $527 | $6,746-92.2% | $14,329-96.3% | $7,344-92.8% |