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 | $17,667 | $60,022-70.6% | $88,946-80.1% | $84,808-79.2% |
| Participation rate | 71.9% | 57.8%+14.0pp | 68.8%+3.0pp | 68.3%+3.6pp |
| Annual return | 21.25% | 22.43%-1.2pp | 57.82%-36.6pp | 40.90%-19.6pp |
| Employer contribution / active EE | $1,291 | $1,703-24.2% | $2,555-49.5% | $2,631-50.9% |
| Participant deferral / active EE | $3,002 | $3,114-3.6% | $4,581-34.5% | $4,212-28.7% |
| Admin fee / account holder | $3,522 | $4,811-26.8% | $8,261-57.4% | $7,344-52.0% |