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 6-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 | $14,552 | $60,022-75.8% | $88,946-83.6% | $84,808-82.8% |
| Participation rate | 97.1% | 57.8%+39.2pp | 68.8%+28.2pp | 68.3%+28.7pp |
| Annual return | 18.57% | 22.43%-3.9pp | 57.82%-39.3pp | 40.90%-22.3pp |
| Employer contribution / active EE | $2,805 | $1,703+64.7% | $2,555+9.8% | $2,631+6.6% |
| Participant deferral / active EE | $3,536 | $3,114+13.6% | $4,581-22.8% | $4,212-16.0% |
| Admin fee / account holder | $1,123 | $4,811-76.7% | $8,261-86.4% | $7,344-84.7% |