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 8-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 | $13,828 | $60,022-77.0% | $88,946-84.5% | $84,808-83.7% |
| Participation rate | 90.0% | 57.8%+32.2pp | 68.8%+21.2pp | 68.3%+21.7pp |
| Annual return | 23.25% | 22.43%+0.8pp | 57.82%-34.6pp | 40.90%-17.6pp |
| Employer contribution / active EE | $2,292 | $1,703+34.6% | $2,555-10.3% | $2,631-12.9% |
| Participant deferral / active EE | $5,463 | $3,114+75.5% | $4,581+19.2% | $4,212+29.7% |
| Admin fee / account holder | $3,146 | $4,811-34.6% | $8,261-61.9% | $7,344-57.2% |