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 10-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 | $19,208 | $54,705-64.9% | $71,209-73.0% | $84,808-77.4% |
| Participation rate | 96.4% | 64.1%+32.4pp | 73.8%+22.7pp | 68.3%+28.1pp |
| Annual return | 14.03% | 35.90%-21.9pp | 282.51%-268.5pp | 40.90%-26.9pp |
| Employer contribution / active EE | $1,867 | $2,158-13.5% | $2,721-31.4% | $2,631-29.1% |
| Participant deferral / active EE | $3,965 | $3,030+30.8% | $4,175-5.0% | $4,212-5.9% |
| Admin fee / account holder | $365 | $4,863-92.5% | $5,349-93.2% | $7,344-95.0% |