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 | $16,956 | $60,892-72.2% | $82,389-79.4% | $84,808-80.0% |
| Participation rate | 94.6% | 63.3%+31.3pp | 69.5%+25.0pp | 68.3%+26.3pp |
| Annual return | 24.73% | 37.29%-12.6pp | 28.67%-3.9pp | 40.90%-16.2pp |
| Employer contribution / active EE | $3,335 | $1,779+87.4% | $2,517+32.5% | $2,631+26.8% |
| Participant deferral / active EE | $6,207 | $3,179+95.3% | $4,155+49.4% | $4,212+47.4% |
| Admin fee / account holder | $1,723 | $5,467-68.5% | $7,231-76.2% | $7,344-76.5% |