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 5-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 | $14,450 | $80,717-82.1% | $154,803-90.7% | $84,808-83.0% |
| Participation rate | 92.6% | 66.8%+25.8pp | 78.1%+14.5pp | 68.3%+24.3pp |
| Annual return | 15.22% | 37.96%-22.7pp | 58.88%-43.7pp | 40.90%-25.7pp |
| Employer contribution / active EE | $2,972 | $2,761+7.6% | $4,305-31.0% | $2,631+13.0% |
| Participant deferral / active EE | $2,817 | $3,303-14.7% | $5,540-49.1% | $4,212-33.1% |
| Admin fee / account holder | $1,341 | $6,746-80.1% | $14,329-90.6% | $7,344-81.7% |