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 4-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 | $17,106 | $80,717-78.8% | $154,803-89.0% | $84,808-79.8% |
| Participation rate | 72.0% | 66.8%+5.2pp | 78.1%-6.1pp | 68.3%+3.7pp |
| Annual return | 19.17% | 37.96%-18.8pp | 58.88%-39.7pp | 40.90%-21.7pp |
| Employer contribution / active EE | $1,219 | $2,761-55.8% | $4,305-71.7% | $2,631-53.7% |
| Participant deferral / active EE | $2,112 | $3,303-36.1% | $5,540-61.9% | $4,212-49.9% |
| Admin fee / account holder | $1,569 | $6,746-76.7% | $14,329-89.0% | $7,344-78.6% |