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 5-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 | $20,811 | $71,050-70.7% | $93,606-77.8% | $80,856-74.3% |
| Participation rate | 76.9% | 60.4%+16.5pp | 68.7%+8.2pp | 67.6%+9.3pp |
| Annual return | 12.44% | 11.26%+1.2pp | 133.20%-120.8pp | 35.59%-23.2pp |
| Employer contribution / active EE | $2,448 | $1,564+56.6% | $2,420+1.2% | $2,755-11.1% |
| Participant deferral / active EE | $1,820 | $4,034-54.9% | $4,411-58.8% | $4,296-57.6% |
| Admin fee / account holder | $2,494 | $6,945-64.1% | $8,285-69.9% | $6,918-64.0% |