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 7-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 | $19,174 | $59,101-67.6% | $77,163-75.2% | $75,163-74.5% |
| Participation rate | 71.4% | 63.9%+7.6pp | 69.6%+1.9pp | 67.2%+4.2pp |
| Annual return | 29.46% | 26.71%+2.8pp | 37.87%-8.4pp | 160.62%-131.2pp |
| Employer contribution / active EE | $802 | $1,995-59.8% | $2,535-68.4% | $2,670-70.0% |
| Participant deferral / active EE | $1,316 | $2,999-56.1% | $3,833-65.7% | $4,125-68.1% |
| Admin fee / account holder | $602 | $4,774-87.4% | $5,472-89.0% | $5,651-89.4% |