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 | $18,265 | $80,717-77.4% | $154,803-88.2% | $84,808-78.5% |
| Participation rate | 92.3% | 66.8%+25.5pp | 78.1%+14.2pp | 68.3%+24.0pp |
| Annual return | 17.10% | 37.96%-20.9pp | 58.88%-41.8pp | 40.90%-23.8pp |
| Employer contribution / active EE | $848 | $2,761-69.3% | $4,305-80.3% | $2,631-67.8% |
| Participant deferral / active EE | $1,609 | $3,303-51.3% | $5,540-71.0% | $4,212-61.8% |
| Admin fee / account holder | $1,063 | $6,746-84.2% | $14,329-92.6% | $7,344-85.5% |