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 | $15,632 | $60,022-74.0% | $88,946-82.4% | $84,808-81.6% |
| Participation rate | 71.1% | 57.8%+13.2pp | 68.8%+2.2pp | 68.3%+2.7pp |
| Annual return | 15.91% | 22.43%-6.5pp | 57.82%-41.9pp | 40.90%-25.0pp |
| Employer contribution / active EE | $1,582 | $1,703-7.1% | $2,555-38.1% | $2,631-39.9% |
| Participant deferral / active EE | $2,471 | $3,114-20.6% | $4,581-46.1% | $4,212-41.3% |
| Admin fee / account holder | $3,168 | $4,811-34.1% | $8,261-61.6% | $7,344-56.9% |