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 10-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 | $21,542 | $84,527-74.5% | $67,711-68.2% | $125,391-82.8% |
| Participation rate | 90.9% | 74.8%+16.1pp | 67.5%+23.4pp | 83.2%+7.7pp |
| Annual return | 2.80% | 2.57%+0.2pp | 25.41%-22.6pp | 282.22%-279.4pp |
| Employer contribution / active EE | $2,004 | $3,292-39.1% | $2,559-21.7% | $4,866-58.8% |
| Participant deferral / active EE | $3,856 | $4,429-12.9% | $3,585+7.6% | $5,352-27.9% |
| Admin fee / account holder | $2,933 | $5,340-45.1% | $4,255-31.1% | $9,540-69.3% |