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 | $8,015 | $80,717-90.1% | $154,803-94.8% | $84,808-90.5% |
| Participation rate | 73.5% | 66.8%+6.7pp | 78.1%-4.5pp | 68.3%+5.2pp |
| Annual return | 42.00% | 37.96%+4.0pp | 58.88%-16.9pp | 40.90%+1.1pp |
| Employer contribution / active EE | $354 | $2,761-87.2% | $4,305-91.8% | $2,631-86.6% |
| Participant deferral / active EE | $1,594 | $3,303-51.8% | $5,540-71.2% | $4,212-62.2% |
| Admin fee / account holder | $3,042 | $6,746-54.9% | $14,329-78.8% | $7,344-58.6% |