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 6-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 | $19,084 | $48,795-60.9% | $65,493-70.9% | $84,808-77.5% |
| Participation rate | 71.0% | 67.0%+4.0pp | 73.1%-2.1pp | 68.3%+2.7pp |
| Annual return | 15.11% | 20.20%-5.1pp | 982.45%-967.3pp | 40.90%-25.8pp |
| Employer contribution / active EE | $1,322 | $1,930-31.5% | $2,574-48.6% | $2,631-49.7% |
| Participant deferral / active EE | $2,230 | $2,928-23.8% | $3,961-43.7% | $4,212-47.0% |
| Admin fee / account holder | $1,454 | $3,877-62.5% | $5,028-71.1% | $7,344-80.2% |