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 | $27,110 | $70,428-61.5% | $96,562-71.9% | $85,850-68.4% |
| Participation rate | 77.0% | 61.8%+15.2pp | 69.8%+7.2pp | 69.3%+7.7pp |
| Annual return | 14.73% | 18.59%-3.9pp | 37.78%-23.1pp | 318.53%-303.8pp |
| Employer contribution / active EE | $2,019 | $1,413+42.9% | $2,356-14.3% | $2,565-21.3% |
| Participant deferral / active EE | $3,955 | $2,894+36.7% | $3,849+2.8% | $3,952+0.1% |
| Admin fee / account holder | $1,561 | $4,997-68.8% | $6,181-74.8% | $6,260-75.1% |