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 3-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 | $15,046 | $68,719-78.1% | $91,541-83.6% | $84,808-82.3% |
| Participation rate | 90.2% | 64.5%+25.7pp | 69.8%+20.5pp | 68.3%+21.9pp |
| Annual return | 21.74% | 19.12%+2.6pp | 20.50%+1.2pp | 40.90%-19.2pp |
| Employer contribution / active EE | $2,699 | $1,920+40.6% | $2,505+7.8% | $2,631+2.6% |
| Participant deferral / active EE | $4,403 | $3,136+40.4% | $4,008+9.9% | $4,212+4.5% |
| Admin fee / account holder | $1,832 | $5,786-68.3% | $6,956-73.7% | $7,344-75.1% |