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 | $20,902 | $68,719-69.6% | $91,541-77.2% | $84,808-75.4% |
| Participation rate | 100.0% | 64.5%+35.5pp | 69.8%+30.2pp | 68.3%+31.7pp |
| Annual return | 16.08% | 19.12%-3.0pp | 20.50%-4.4pp | 40.90%-24.8pp |
| Employer contribution / active EE | $1,639 | $1,920-14.6% | $2,505-34.5% | $2,631-37.7% |
| Participant deferral / active EE | $2,569 | $3,136-18.1% | $4,008-35.9% | $4,212-39.0% |
| Admin fee / account holder | $932 | $5,786-83.9% | $6,956-86.6% | $7,344-87.3% |