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 8-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 | $17,247 | $60,022-71.3% | $88,946-80.6% | $84,808-79.7% |
| Participation rate | 90.9% | 57.8%+33.1pp | 68.8%+22.1pp | 68.3%+22.6pp |
| Annual return | 18.11% | 22.43%-4.3pp | 57.82%-39.7pp | 40.90%-22.8pp |
| Employer contribution / active EE | $1,607 | $1,703-5.6% | $2,555-37.1% | $2,631-38.9% |
| Participant deferral / active EE | $3,672 | $3,114+17.9% | $4,581-19.9% | $4,212-12.8% |
| Admin fee / account holder | $1,122 | $4,811-76.7% | $8,261-86.4% | $7,344-84.7% |