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 3-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 | $13,692 | $68,719-80.1% | $91,541-85.0% | $84,808-83.9% |
| Participation rate | 100.0% | 64.5%+35.5pp | 69.8%+30.2pp | 68.3%+31.7pp |
| Annual return | 20.66% | 19.12%+1.5pp | 20.50%+0.2pp | 40.90%-20.2pp |
| Employer contribution / active EE | $2,188 | $1,920+14.0% | $2,505-12.6% | $2,631-16.8% |
| Participant deferral / active EE | $3,365 | $3,136+7.3% | $4,008-16.0% | $4,212-20.1% |
| Admin fee / account holder | $672 | $5,786-88.4% | $6,956-90.3% | $7,344-90.9% |