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 | $10,899 | $57,016-80.9% | $84,966-87.2% | $80,856-86.5% |
| Participation rate | 97.3% | 56.3%+40.9pp | 67.5%+29.8pp | 67.6%+29.7pp |
| Annual return | 13.17% | 21.66%-8.5pp | 66.38%-53.2pp | 35.59%-22.4pp |
| Employer contribution / active EE | $1,946 | $1,798+8.2% | $2,727-28.7% | $2,755-29.4% |
| Participant deferral / active EE | $3,657 | $3,110+17.6% | $4,519-19.1% | $4,296-14.9% |
| Admin fee / account holder | $2,091 | $4,980-58.0% | $6,149-66.0% | $6,918-69.8% |