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 9-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 | $17,308 | $80,717-78.6% | $154,803-88.8% | $84,808-79.6% |
| Participation rate | 92.9% | 66.8%+26.0pp | 78.1%+14.8pp | 68.3%+24.5pp |
| Annual return | 20.61% | 37.96%-17.4pp | 58.88%-38.3pp | 40.90%-20.3pp |
| Employer contribution / active EE | $787 | $2,761-71.5% | $4,305-81.7% | $2,631-70.1% |
| Participant deferral / active EE | $1,151 | $3,303-65.2% | $5,540-79.2% | $4,212-72.7% |
| Admin fee / account holder | $362 | $6,746-94.6% | $14,329-97.5% | $7,344-95.1% |