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 | $13,911 | $107,452-87.1% | $91,541-84.8% | $142,382-90.2% |
| Participation rate | 71.4% | 75.1%-3.6pp | 69.8%+1.7pp | 80.1%-8.7pp |
| Annual return | 19.26% | 22.06%-2.8pp | 20.50%-1.2pp | 217.08%-197.8pp |
| Employer contribution / active EE | $2,159 | $2,994-27.9% | $2,505-13.8% | $4,299-49.8% |
| Participant deferral / active EE | $2,190 | $4,754-53.9% | $4,008-45.4% | $6,507-66.3% |
| Admin fee / account holder | $572 | $8,834-93.5% | $6,956-91.8% | $12,624-95.5% |