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 3-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 | $21,871 | $60,022-63.6% | $88,946-75.4% | $84,808-74.2% |
| Participation rate | 84.0% | 57.8%+26.1pp | 68.8%+15.1pp | 68.3%+15.6pp |
| Annual return | 17.60% | 22.43%-4.8pp | 57.82%-40.2pp | 40.90%-23.3pp |
| Employer contribution / active EE | $1,165 | $1,703-31.6% | $2,555-54.4% | $2,631-55.7% |
| Participant deferral / active EE | $4,020 | $3,114+29.1% | $4,581-12.3% | $4,212-4.5% |
| Admin fee / account holder | $1,913 | $4,811-60.2% | $8,261-76.8% | $7,344-73.9% |