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 8-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 | $27,161 | $68,719-60.5% | $91,541-70.3% | $84,808-68.0% |
| Participation rate | 100.0% | 64.5%+35.5pp | 69.8%+30.2pp | 68.3%+31.7pp |
| Annual return | 17.45% | 19.12%-1.7pp | 20.50%-3.1pp | 40.90%-23.5pp |
| Employer contribution / active EE | $1,310 | $1,920-31.8% | $2,505-47.7% | $2,631-50.2% |
| Participant deferral / active EE | $2,658 | $3,136-15.2% | $4,008-33.7% | $4,212-36.9% |
| Admin fee / account holder | $2,657 | $5,786-54.1% | $6,956-61.8% | $7,344-63.8% |