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 9-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 | $23,331 | $43,327-46.2% | $59,878-61.0% | $64,186-63.7% |
| Participation rate | 97.3% | 69.2%+28.1pp | 74.7%+22.6pp | 69.6%+27.7pp |
| Annual return | 8.76% | -1.55%+10.3pp | 3.46%+5.3pp | 7.63%+1.1pp |
| Employer contribution / active EE | $2,262 | $2,028+11.5% | $2,722-16.9% | $2,381-5.0% |
| Participant deferral / active EE | $2,031 | $2,546-20.2% | $3,402-40.3% | $3,470-41.5% |
| Admin fee / account holder | $1,262 | $3,005-58.0% | $3,590-64.9% | $4,888-74.2% |