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 | $16,743 | $60,022-72.1% | $88,946-81.2% | $84,808-80.3% |
| Participation rate | 78.9% | 57.8%+21.1pp | 68.8%+10.1pp | 68.3%+10.6pp |
| Annual return | 17.28% | 22.43%-5.2pp | 57.82%-40.5pp | 40.90%-23.6pp |
| Employer contribution / active EE | $1,344 | $1,703-21.1% | $2,555-47.4% | $2,631-48.9% |
| Participant deferral / active EE | $2,010 | $3,114-35.4% | $4,581-56.1% | $4,212-52.3% |
| Admin fee / account holder | $2,615 | $4,811-45.6% | $8,261-68.3% | $7,344-64.4% |