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 10-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 | $9,686 | $49,915-80.6% | $154,803-93.7% | $74,304-87.0% |
| Participation rate | 74.3% | 54.0%+20.3pp | 78.1%-3.8pp | 60.3%+13.9pp |
| Annual return | 16.04% | 34.06%-18.0pp | 58.88%-42.8pp | 29.43%-13.4pp |
| Employer contribution / active EE | $719 | $1,611-55.4% | $4,305-83.3% | $2,241-67.9% |
| Participant deferral / active EE | $1,131 | $2,255-49.8% | $5,540-79.6% | $3,767-70.0% |
| Admin fee / account holder | $1,322 | $2,189-39.6% | $14,329-90.8% | $2,969-55.5% |