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 5-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 | $20,756 | $80,717-74.3% | $154,803-86.6% | $84,808-75.5% |
| Participation rate | 96.4% | 66.8%+29.6pp | 78.1%+18.4pp | 68.3%+28.1pp |
| Annual return | 14.86% | 37.96%-23.1pp | 58.88%-44.0pp | 40.90%-26.0pp |
| Employer contribution / active EE | $585 | $2,761-78.8% | $4,305-86.4% | $2,631-77.8% |
| Participant deferral / active EE | $3,076 | $3,303-6.9% | $5,540-44.5% | $4,212-27.0% |
| Admin fee / account holder | $1,153 | $6,746-82.9% | $14,329-92.0% | $7,344-84.3% |