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 | $23,972 | $95,193-74.8% | $76,523-68.7% | $135,375-82.3% |
| Participation rate | 88.2% | 74.4%+13.8pp | 68.0%+20.2pp | 82.6%+5.6pp |
| Annual return | 5.26% | 4.85%+0.4pp | -0.27%+5.5pp | 519.73%-514.5pp |
| Employer contribution / active EE | $752 | $3,302-77.2% | $2,647-71.6% | $4,779-84.3% |
| Participant deferral / active EE | $2,367 | $4,639-49.0% | $3,835-38.3% | $5,609-57.8% |
| Admin fee / account holder | $3,206 | $6,249-48.7% | $4,848-33.9% | $10,827-70.4% |