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 4-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 | $19,399 | $71,050-72.7% | $93,606-79.3% | $80,856-76.0% |
| Participation rate | 77.3% | 60.4%+16.9pp | 68.7%+8.6pp | 67.6%+9.6pp |
| Annual return | 14.94% | 11.26%+3.7pp | 133.20%-118.3pp | 35.59%-20.7pp |
| Employer contribution / active EE | $735 | $1,564-53.0% | $2,420-69.6% | $2,755-73.3% |
| Participant deferral / active EE | $5,946 | $4,034+47.4% | $4,411+34.8% | $4,296+38.4% |
| Admin fee / account holder | $1,216 | $6,945-82.5% | $8,285-85.3% | $6,918-82.4% |