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 | $9,134 | $80,717-88.7% | $154,803-94.1% | $84,808-89.2% |
| Participation rate | 92.3% | 66.8%+25.5pp | 78.1%+14.2pp | 68.3%+24.0pp |
| Annual return | 21.75% | 37.96%-16.2pp | 58.88%-37.1pp | 40.90%-19.1pp |
| Employer contribution / active EE | $2,112 | $2,761-23.5% | $4,305-50.9% | $2,631-19.7% |
| Participant deferral / active EE | $2,274 | $3,303-31.2% | $5,540-59.0% | $4,212-46.0% |
| Admin fee / account holder | $770 | $6,746-88.6% | $14,329-94.6% | $7,344-89.5% |