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 | $8,499 | $80,717-89.5% | $154,803-94.5% | $84,808-90.0% |
| Participation rate | 89.8% | 66.8%+23.0pp | 78.1%+11.7pp | 68.3%+21.5pp |
| Annual return | 21.99% | 37.96%-16.0pp | 58.88%-36.9pp | 40.90%-18.9pp |
| Employer contribution / active EE | $1,266 | $2,761-54.2% | $4,305-70.6% | $2,631-51.9% |
| Participant deferral / active EE | $1,757 | $3,303-46.8% | $5,540-68.3% | $4,212-58.3% |
| Admin fee / account holder | $420 | $6,746-93.8% | $14,329-97.1% | $7,344-94.3% |