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 | $6,990 | $60,022-88.4% | $88,946-92.1% | $84,808-91.8% |
| Participation rate | 98.5% | 57.8%+40.7pp | 68.8%+29.7pp | 68.3%+30.2pp |
| Annual return | 24.15% | 22.43%+1.7pp | 57.82%-33.7pp | 40.90%-16.8pp |
| Employer contribution / active EE | $1,907 | $1,703+12.0% | $2,555-25.3% | $2,631-27.5% |
| Participant deferral / active EE | $2,666 | $3,114-14.4% | $4,581-41.8% | $4,212-36.7% |
| Admin fee / account holder | $1,153 | $4,811-76.0% | $8,261-86.0% | $7,344-84.3% |