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 7-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 | $23,235 | $74,927-69.0% | $101,794-77.2% | $84,808-72.6% |
| Participation rate | 78.1% | 61.4%+16.7pp | 69.2%+8.9pp | 68.3%+9.8pp |
| Annual return | 15.94% | 18.70%-2.8pp | 30.53%-14.6pp | 40.90%-25.0pp |
| Employer contribution / active EE | $1,520 | $1,522-0.1% | $2,289-33.6% | $2,631-42.2% |
| Participant deferral / active EE | $2,709 | $3,099-12.6% | $4,084-33.7% | $4,212-35.7% |
| Admin fee / account holder | $5,143 | $6,514-21.0% | $8,777-41.4% | $7,344-30.0% |